$PANW is held by 50 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.54%, with an average of 0.46% of portfolio. Largest holder: CV Advisors LLC at 3.54%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
PALO ALTO NETWORKS INC
13F holders
2,452
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
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Institutional holders
Top 10 of 2,452 · Source: 13F-HR01
Axa S.a.
—
—
02
Brightline Capital Management, LLC
—
—
03
State Street
—
—
04
State Farm Mutual Automobile Insurance Co.
—
—
05
Augustine Asset Management Inc.
—
—
06
US Bancorp De
—
—
07
ProShare Advisors LLC
—
—
08
Independent Investors Inc.
—
—
09
Solus Alternative Asset Management LP
—
—
10
Strs Ohio
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
50 holders · Q1 202601
CV Advisors LLC
3.54% ↑ +2.8pp
α +29.1pts
02
Somerset Group LLC
2.30% NEW
α +64.8pts
03
Knightsbridge Asset Management, LLC
2.22% NEW
α +24.2pts
04
Laidlaw Wealth Management LLC
2.09% held
α +11.1pts
05
Motley Fool Wealth Management, LLC
1.62% NEW
α +15.3pts
06
Legacy Wealth Management, LLC / MS
1.57% NEW
α +14.9pts
07
Oribel Capital Management, LP
1.03% NEW
α +12.0pts
08
Level Financial Advisors
0.81% NEW
α +30.9pts
09
Eventide Asset Management, LLC
0.67% NEW
α +22.5pts
10
Stamos Capital Partners, L.P.
0.66% NEW
α +10.2pts
11
Wincap Financial LLC
0.61% held
α +14.0pts
12
Pittenger & Anderson Inc.
0.61% NEW
α +21.3pts
13
Sulzberger Capital Advisors, Inc.
0.50% NEW
α +15.0pts
14
Tandem Wealth Advisors LLC
0.41% held
α +14.1pts
15
Erste Asset Management GmbH
0.36% NEW
α +33.4pts
16
LM Advisors LLC
0.36% NEW
α +15.5pts
17
IAM Advisory, LLC
0.34% NEW
α +49.7pts
18
New Age Alpha Advisors, LLC
0.33% held
α +10.8pts
19
Venture Visionary Partners LLC
0.31% NEW
α +10.3pts
20
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.27% NEW
α +27.5pts
21
Shufro Rose & Co. LLC
0.25% NEW
α +32.3pts
22
Aequim Alternative Investments LP
0.22% NEW
α +19.5pts
23
Linscomb Wealth, Inc.
0.20% NEW
α +32.6pts
24
Merrion Investment Management Co, LLC
0.19% held
α +16.0pts
25
Citigroup Inc.
0.17% NEW
α +26.3pts
26
Costello Asset Management, INC
0.16% held
α +14.3pts
27
Banco Santander, S.A.
0.12% held
α +12.6pts
28
WINTON GROUP Ltd
0.11% NEW
α +27.0pts
29
Svb Wealth LLC
0.11% held
α +29.6pts
30
TRUE Private Wealth Advisors
0.10% NEW
α +23.4pts
31
Banque Pictet & Cie SA
0.08% held
α +10.3pts
32
Voloridge Investment Management, LLC
0.07% held
α +15.5pts
33
Nisa Investment Advisors, LLC
0.06% held
α +16.6pts
34
Focused Wealth Management, Inc
0.06% held
α +19.2pts
35
Fiduciary Alliance LLC
0.06% held
α +16.8pts
36
Fulton Bank, N.a.
0.05% held
α +23.8pts
37
Bradley Foster & Sargent INC
0.05% held
α +11.1pts
38
Principal Securities, Inc.
0.05% held
α +21.3pts
39
Choate Investment Advisors
0.05% held
α +13.8pts
40
Wellington Management Group LLP
0.05% held
α +10.5pts
41
GM Advisory Group, LLC
0.05% held
α +16.5pts
42
Impact Partnership Wealth, LLC
0.04% held
α +10.3pts
43
RFG Advisory, LLC
0.03% held
α +16.2pts
44
Collier Financial
0.03% held
α +14.2pts
45
Quarry LP
0.02% held
α +10.6pts
46
ProVise Management Group, LLC
0.02% held
α +11.2pts
47
ADAR1 Capital Management, LLC
0.02% held
α +74.0pts
48
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
49
Corsicana & Co.
0.00% held
α +20.0pts
50
Scopia Capital Management LP
0.00% held
α +10.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
5 transactions · 1 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
40 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $PANW lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $PANW — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:23 UTC.