PANW
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 103.9 | P/B | 14.82 |
| EPS (TTM) | 1.81 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 72.4M | 0.2% | +22% |
| VANGUARD CAPITAL MANAGEMENT LLC | 52.8M | n/a | n/a |
| State Street | 35.5M | 0.2% | +17% |
| Morgan Stanley | 32.3M | 0.3% | n/a |
| Bank of America Corp | 22.5M | 0.3% | +16% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.6M | n/a | n/a |
Top institutional owners for PANW as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 28 | Golechha Dipak | SELL | 100 | −$40K |
| SEP 28 | Bawa Aparna | SELL | 260 | −$102K |
| SEP 21 | GOETZ JAMES J | SELL | 500 | −$191K |
| SEP 16 | Key John P. | SELL | 3K | −$940K |
| SEP 16 | Bawa Aparna | SELL | 500 | −$189K |
| SEP 03 | Paul Josh D. | SELL | 900 | −$336K |
0 insider buys, 19 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PANW yet.