Form 13-F position report

PALO ALTO NETWORKS, INC

Reported by Bayesian Capital Management LP

Company profile Manager portfolio Source filing
PANW CUSIP 697435105 Manager CIK 0001632551
Latest reported change

Reported 32,158 shares, up 17,797 (123.9%) from the prior quarter.

Reported value 122.8%; share count 123.9% vs. the prior quarter.

Added
% of reported 13F value 1.07% This manager · Q3 2022
Shares 32,158 Quarter-end amount reported
Reported value $5,267,000 Fair value at quarter end
Consecutive quarters held 4 Through Q3 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 0 -9,400 (-100.0%) 0 $0 2026-08-14
Q1 2026 New 9,400 +9,400 (0.0%) 1.84% $1,507,008 2026-05-15
Q4 2025 Reduced 0 -3,114 (-100.0%) 0 $0 2026-02-17
Q3 2025 New 3,114 +3,114 (0.0%) 0.13% $634,073 2025-11-14
Q2 2025 Reduced 0 -1,600 (-100.0%) 0 $0 2025-08-14
Q1 2025 New 1,600 +1,600 (0.0%) 0.05% $273,024 2025-05-15
Q4 2024 Reduced 0 -13,500 (-100.0%) 0 $0 2025-02-14
Q3 2024 New 13,500 +13,500 (0.0%) 0.54% $4,614,300 2024-11-14
Q4 2023 Reduced 0 -85,335 (-100.0%) 0 $0 2024-02-14
Q3 2023 Added 85,335 +34,300 (67.2%) 2.28% $20,005,937 2023-11-14
Q2 2023 New 51,035 +51,035 (0.0%) 1.4% $13,039,953 2023-08-14
Q4 2022 Reduced 0 -32,158 (-100.0%) 0 $0 2023-02-14
Q3 2022 Added 32,158* +17,797 (123.9%) 1.07% $5,267,000 2022-11-14
Q2 2022 Added 4,787 +278 (6.2%) 0.44% $2,364,000 2022-08-15
Q1 2022 Added 4,509 +1,709 (61.0%) 0.42% $2,807,000 2022-05-16
Q4 2021 New 2,800 +2,800 (0.0%) 0.49% $1,559,000 2022-02-14
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Institutional context

Who else reported the position

1417 managers reported PALO ALTO NETWORKS, INC for Q3 2022.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 19,223,780 -3,814,603 0.09% $3,148,664,000 38 qtrs
BlackRock Inc Added 17,074,712 +708,590 0.1% $2,796,665,000 38 qtrs
MORGAN STANLEY Added 9,373,430 +692,846 0.21% $1,535,275,000 38 qtrs
Bank of America Corporation Added 6,829,316 +1,843,850 0.13% $1,118,573,000 38 qtrs
Clearbridge Investments LLC Reduced 6,374,452 -372,002 1.05% $1,044,071,000 27 qtrs
STATE STREET CORPORATION Added 6,352,452 +115,827 0.07% $1,040,468,000 38 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 5,820,515 -404,002 0.2% $953,342,000 7 qtrs
The Goldman Sachs Group Inc Added 5,781,120 +612,639 0.24% $946,890,000 38 qtrs
NORGES BANK Added 4,957,890 +683,523 0.22% $812,052,803 35 qtrs
AMERIPRISE FINANCIAL INC Reduced 4,889,841 -371,649 0.3% $801,067,000 38 qtrs
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Filing details and methodology As reported
Report period
September 30, 2022
Filed
November 14, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
32,158
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.