Millennium Management — PANW Trade History
Quarter-by-quarter changes in the PALO ALTO NETWORKS INC position · CUSIP 697435105
Currently held · >10 YearsFirst seen: 2016 Q3split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 403,172 | 192,245 | +91.1% | $137.5M | 0.05% |
| 2026 Q1 | 2026-05-15 | Add | 210,927 | 136,204 | +182.3% | $33.8M | 0.01% |
| 2025 Q4 | 2026-02-17 | Add | 74,723 | 23,145 | +44.9% | $13.8M | 0.01% |
| 2025 Q3 | 2025-11-14 | Reduce | 51,578 | -143,457 | -73.6% | $10.5M | 0.00% |
| 2025 Q2 | 2025-08-14 | Reduce | 195,035 | -482,892 | -71.2% | $39.9M | 0.02% |
| 2025 Q1 | 2025-05-15 | Add | 677,927 | 648,757 | +2224.1% | $115.7M | 0.06% |
| 2024 Q4 | 2025-02-14 | Reduce | 29,170 | -445,078 | -93.8% | $5.3M | 0.00% |
| 2024 Q3 | 2024-11-14 | Add | 474,248 | 472,242 | +23541.5% | $81.0M | 0.04% |
| 2024 Q2 | 2024-08-14 | Reduce | 2,006 | -339,640 | -99.4% | $340.0K | — |
| 2024 Q1 | 2024-05-15 | Add | 341,646 | 119,050 | +53.5% | $48.5M | 0.02% |
| 2023 Q4 | 2024-02-14 | Add | 222,596 | 6,834 | +3.2% | $32.8M | 0.01% |
| 2023 Q3 | 2023-11-14 | Add | 215,762 | 127,510 | +144.5% | $25.3M | 0.01% |
| 2023 Q2 | 2023-08-14 | Reduce | 88,252 | -1,960,978 | -95.7% | $11.3M | 0.01% |
| 2023 Q1 | 2023-05-15 | Reduce | 2,049,230 | -1,132,754 | -35.6% | $204.7K | 0.12% |
| 2022 Q4 | 2023-02-14 | Add | 3,181,984 | 663,330 | +26.3% | $222.0K | 0.12% |
| 2022 Q3 | 2022-11-14 | Reduce | 2,518,654 | -855,848 | -25.4% | $206.3M | 0.12% |
| 2022 Q2 | 2022-08-15 | Add | 3,374,502 | 3,027,822 | +873.4% | $277.8M | 0.17% |
| 2022 Q1 | 2022-05-16 | Reduce | 346,680 | -770,016 | -69.0% | $36.0M | 0.02% |
| 2021 Q4 | 2022-02-14 | Reduce | 1,116,696 | -1,554,156 | -58.2% | $103.6M | 0.05% |
| 2021 Q3 | 2021-11-15 | Add | 2,670,852 | 1,258,476 | +89.1% | $213.2M | 0.13% |
| 2021 Q2 | 2021-08-16 | Reduce | 1,412,376 | -22,020 | -1.5% | $87.3M | 0.05% |
| 2021 Q1 | 2021-05-17 | Add | 1,434,396 | 467,286 | +48.3% | $77.0M | 0.06% |
| 2020 Q4 | 2021-02-16 | Add | 967,110 | 748,224 | +341.8% | $57.3M | 0.04% |
| 2020 Q3 | 2020-11-16 | Reduce | 218,886 | -146,904 | -40.2% | $8.9M | 0.01% |
| 2020 Q2 | 2020-08-14 | Reduce | 365,790 | -59,664 | -14.0% | $14.0M | 0.02% |
| 2020 Q1 | 2020-05-14 | Reduce | 425,454 | -52,980 | -11.1% | $11.6M | 0.03% |
| 2019 Q4 | 2020-02-14 | Reduce | 478,434 | -4,128 | -0.9% | $18.4M | 0.02% |
| 2019 Q3 | 2019-11-14 | Add | 482,562 | 284,886 | +144.1% | $16.4M | 0.03% |
| 2019 Q2 | 2019-08-15 | Reduce | 197,676 | -3,003,876 | -93.8% | $6.7M | 0.01% |
| 2019 Q1 | 2019-05-14 | Reduce | 3,201,552 | -449,172 | -12.3% | $129.6M | 0.19% |
| 2018 Q4 | 2019-02-15 | Reduce | 3,650,724 | -385,692 | -9.6% | $114.6M | 0.18% |
| 2018 Q3 | 2018-11-14 | Add | 4,036,416 | 2,908,278 | +257.8% | $151.5M | 0.19% |
| 2018 Q2 | 2018-08-14 | Reduce | 1,128,138 | -1,505,340 | -57.2% | $38.6M | 0.05% |
| 2018 Q1 | 2018-05-15 | Reduce | 2,633,478 | -2,187,786 | -45.4% | $79.7M | 0.11% |
| 2017 Q4 | 2018-02-14 | Add | 4,821,264 | 3,715,290 | +335.9% | $116.5M | 0.16% |
| 2017 Q3 | 2017-11-14 | Add | 1,105,974 | 183,186 | +19.9% | $26.6M | 0.04% |
| 2017 Q2 | 2017-08-14 | Reduce | 922,788 | -7,974 | -0.9% | $20.6M | 0.04% |
| 2017 Q1 | 2017-05-15 | Add | 930,762 | 874,992 | +1568.9% | $17.5M | 0.03% |
| 2016 Q4 | 2017-02-14 | Reduce | 55,770 | -2,467,968 | -97.8% | $1.2M | 0.00% |
| 2016 Q3 | 2016-11-14 | New | 2,523,738 | 2,523,738 | — | $67.0M | 0.11% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.