AustralianSuper Pty Ltd has opened a new $74.2M position in $PANW, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $PANW.
$PANW Hedge Fund Activity
We have seen 1,400 institutional investors add shares of $PANW stock to their portfolio, and 1,468 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 21,715,578 shares (+inf%) to their portfolio in Q2 2026, for an estimated $7,405,446,409
- INVESCO LTD. added 18,845,481 shares (+277.0%) to their portfolio in Q2 2026, for an estimated $6,426,685,930
- FMR LLC added 11,812,132 shares (+58.9%) to their portfolio in Q3 2026, for an estimated $4,693,078,164
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 6,382,853 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,176,680,530
- BLACKROCK, INC. added 3,322,076 shares (+4.6%) to their portfolio in Q2 2026, for an estimated $1,132,894,357
- MORGAN STANLEY removed 2,868,846 shares (-8.9%) from their portfolio in Q2 2026, for an estimated $978,333,862
- FISHER ASSET MANAGEMENT, LLC added 2,386,906 shares (+41.5%) to their portfolio in Q3 2026, for an estimated $948,341,622
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$PANW Insider Trading Activity
$PANW insiders have traded $PANW stock on the open market 94 times in the past 6 months. Of those trades, 0 have been purchases and 94 have been sales.
Here’s a breakdown of recent trading of $PANW stock by insiders over the last 6 months:
- WILLIAM D JR JENKINS (President) has made 0 purchases and 46 sales selling 56,214 shares for an estimated $19,924,025.
- JAMES J GOETZ has made 0 purchases and 16 sales selling 40,000 shares for an estimated $13,131,596.
- DIPAK GOLECHHA (EVP, Chief Financial Officer) has made 0 purchases and 14 sales selling 32,500 shares for an estimated $12,216,961.
- JOHN P. KEY has made 0 purchases and 2 sales selling 10,000 shares for an estimated $3,034,375.
- APARNA BAWA has made 0 purchases and 12 sales selling 4,745 shares for an estimated $1,569,838.
- JOSH D. PAUL (Chief Accounting Officer) has made 0 purchases and 3 sales selling 2,200 shares for an estimated $787,173.
- HELLE THORNING-SCHMIDT sold 700 shares for an estimated $242,795
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$PANW Congressional Stock Trading
Members of Congress have traded $PANW stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $PANW stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOHN MCGUIRE sold up to $15,000 on 07/31.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 2 purchases worth up to $30,000 on 07/16, 05/14 and 0 sales.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$PANW Analyst Ratings
Wall Street analysts have issued reports on $PANW in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 06/30/2026
- Citigroup issued a "Buy" rating on 06/03/2026
To track analyst ratings and price targets for $PANW, check out Quiver Quantitative's $PANW forecast page.
$PANW Price Targets
Multiple analysts have issued price targets for $PANW recently. We have seen 31 analysts offer price targets for $PANW in the last 6 months, with a median target of $330.0.
Here are some recent targets:
- Peter Levine from Evercore ISI Group set a target price of $320.0 on 07/08/2026
- Mike Cikos from Needham set a target price of $425.0 on 07/07/2026
- Michael Turrin from Wells Fargo set a target price of $420.0 on 07/01/2026
- Gray Powell from BTIG set a target price of $380.0 on 06/30/2026
- Junaid Siddiqui from Truist Securities set a target price of $375.0 on 06/03/2026
- Matthew Hedberg from RBC Capital set a target price of $330.0 on 06/03/2026
- Adam Borg from Stifel set a target price of $330.0 on 06/03/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $PANW ticker page for more data.
