Joel Greenblatt - Gotham Asset Management
Holding/activity history for Palo Alto Networks, Inc. (PANW)
← All PANW superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 34,578 | 0.02 | Reduce 4.62% | <0.01 | $139.57–196.19 · VW $161.55i | $5,543,545 | SEC |
| 2025 Q4 | 36,254 | 0.02 | Reduce 14.77% | <0.01 | $180.05–223.61 · VW $199.84i | $6,677,987 | SEC |
| 2025 Q3 | 42,538 | 0.04 | Add 31.49% | <0.01 | $165.21–210.39 · VW $187.70i | $8,661,588 | SEC |
| 2025 Q2 | 32,350 | 0.04 | Reduce 11.17% | <0.01 | $144.15–206.74 · VW $185.85i | $6,620,104 | SEC |
| 2025 Q1 | 36,417 | 0.05 | Reduce 18.13% | 0.01 | $165.88–208.39 · VW $184.45i | $6,214,197 | SEC |
| 2024 Q4 | 44,481 | 0.08 | Reduce 22.44% | 0.02 | $164.13–207.24 · VW $187.28i | $8,093,763 | SEC |
| 2024 Q3 | 57,352 | 0.10 | Add 46.46% | 0.03 | $142.01–187.68 · VW $169.28i | $9,801,457 | SEC |
| 2024 Q2 | 39,158 | 0.09 | Reduce 32.66% | 0.04 | $132.50–172.95 · VW $151.17i | $6,637,477 | SEC |
| 2024 Q1 | 58,150 | 0.12 | Add 2.48% | <0.01 | $130.04–190.42 · VW $155.22i | $8,261,080 | SEC |
| 2023 Q4 | 56,744 | 0.16 | Reduce 35.33% | 0.08 | $115.04–159.00 · VW $137.39i | $8,366,335 | SEC |
| 2023 Q3 | 87,748 | 0.21 | Add 29.68% | 0.05 | $100.58–129.44 · VW $119.22i | $10,285,821 | SEC |
| 2023 Q2 | 67,666 | 0.19 | Add 107.34% | 0.10 | $88.15–128.41 · VW $110.07i | $8,644,670 | SEC |
| 2023 Q1 | 32,636 | 0.08 | Add 131.63% | 0.04 | $66.11–100.15 · VW $87.07i | $3,259,357 | SEC |
| 2022 Q4 | 14,090 | 0.03 | Add 180.57% | 0.02 | $68.37–89.50 · VW $80.13i | $983,059 | SEC |
| 2022 Q3 | 5,022 | 0.01 | Reduce 32.93% | <0.01 | $77.20–96.46 · VW $86.65i | $411,000 | SEC |
| 2022 Q2 | 7,488 | 0.02 | Reduce 0.08% | $70.26–106.82 · VW $86.40i | $616,000 | SEC | |
| 2022 Q1 | 7,494 | 0.02 | Reduce 9.23% | <0.01 | $75.96–105.98 · VW $92.08i | $778,000 | SEC |
| 2021 Q4 | 8,256 | 0.02 | Reduce 66.32% | 0.05 | $77.19–95.44 · VW $87.67i | $766,000 | SEC |
| 2021 Q3 | 24,516 | 0.08 | Add 62.53% | 0.03 | $59.73–82.65 · VW $72.59i | $1,957,000 | SEC |
| 2021 Q2 | 15,084 | 0.04 | Add 87.19% | 0.02 | $53.71–64.45 · VW $59.59i | $933,000 | SEC |
| 2021 Q1 | 8,058 | 0.02 | Reduce 40.60% | 0.01 | $51.93–67.17 · VW $58.70i | $433,000 | SEC |
| 2020 Q4 | 13,566 | 0.03 | Reduce 29.45% | <0.01 | $36.56–62.50 · VW $48.26i | $804,000 | SEC |
| 2020 Q3 | 19,230 | 0.03 | Add 41.75% | <0.01 | $37.86–45.84 · VW $41.82i | $784,000 | SEC |
| 2020 Q2 | 13,566 | 0.02 | Reduce 3.95% | <0.01 | $26.33–40.52 · VW $35.65i | $519,000 | SEC |
| 2020 Q1 | 14,124 | 0.01 | Add 80.52% | <0.01 | $20.91–41.85 · VW $31.83i | $386,000 | SEC |
| 2019 Q4 | 7,824 | <0.01 | Reduce 0.46% | $33.75–41.83 · VW $37.86i | $302,000 | SEC | |
| 2019 Q3 | 7,860 | <0.01 | Reduce 92.19% | 0.05 | $32.03–38.32 · VW $35.06i | $267,000 | SEC |
| 2019 Q2 | 100,626 | 0.05 | Add 30.53% | 0.01 | $32.44–41.82 · VW $36.51i | $3,417,000 | SEC |
| 2019 Q1 | 77,088 | 0.05 | Buy | 0.05 | $29.80–43.44 · VW $38.28i | $3,121,000 | SEC |
| 2018 Q4 | 0 | 0.00 | Sell 100.00% | 0.02 | $26.68–38.18 · VW $30.79i | SEC | |
| 2018 Q3 | 43,524 | 0.02 | Add 20.30% | <0.01 | $32.27–39.92 · VW $36.28i | $1,634,000 | SEC |
| 2018 Q2 | 36,180 | 0.02 | Add 97.25% | <0.01 | $29.60–36.23 · VW $33.28i | $1,239,000 | SEC |
| 2018 Q1 | 18,342 | <0.01 | Buy | <0.01 | $24.18–31.92 · VW $28.05i | $555,000 | SEC |
Price snapshot:
Current price$330.30
Avg. buy price$147.31
+/- since buy124.22%
52-week low$139.57
52-week high$368.17