Form 13-F position report

PALO ALTO NETWORKS INC

Reported by Bayesian Capital Management LP

PANW CUSIP 697435105 Manager CIK 0001632551

First reported at 9,400 shares this quarter.

New
% of reported 13F value 1.84% This manager · Q1 2026
Shares 9,400 Quarter-end amount reported
Reported value $1,507,008 Fair value at quarter end
Consecutive quarters held 7 Through Q1 2026

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.

Reported position value by quarter
Date Holding Value
2021-12-31 1559000
2022-03-31 2807000
2022-06-30 2364000
2022-09-30 5267000
2022-12-31 0
2023-06-30 13039953
2023-09-30 20005937
2023-12-31 0
2024-09-30 4614300
2024-12-31 0
2025-03-31 273024
2025-06-30 0
2025-09-30 634073
2025-12-31 0
2026-03-31 1507008
2026-06-30 0

Quarterly position history

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

16 quarters
Quarterly reported position history for PALO ALTO NETWORKS INC held by Bayesian Capital Management LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
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
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

2770 managers reported PALO ALTO NETWORKS INC for Q1 2026.

Managers reporting PALO ALTO NETWORKS INC in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 72,431,433 +12,868,452 0.2% $11,612,207,458 7 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 52,765,656 +52,765,656 0.21% $8,459,389,970 1 qtr
STATE STREET CORPORATION Added 35,486,318 +5,154,613 0.2% $5,689,166,502 52 qtrs
MORGAN STANLEY Added 32,318,958 +1,855,974 0.31% $5,181,375,783 52 qtrs
Invesco Ltd Added 23,928,423 +2,420,423 0.37% $3,836,204,753 52 qtrs
Bank of America Corporation Added 22,476,753 +3,101,267 0.26% $3,603,473,092 52 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 19,601,462 +19,601,462 0.16% $3,142,506,388 1 qtr
GEODE CAPITAL MANAGEMENT LLC Added 19,323,515 +3,334,258 0.19% $3,087,724,319 52 qtrs
JPMorgan Chase & Co Added 13,469,336 +1,966,247 0.13% $2,078,992,400 52 qtrs
NORTHERN TRUST CORPORATION Added 8,680,485 +1,159,438 0.18% $1,391,655,355 52 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
9,400
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.