PANW
Palo Alto Networks, Inc. · Technology · Software - Infrastructure
$367.49
-2.01% today · -7.78% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with its cybersecurity peers
- PANW −2.01% on the last session vs SPY −0.29%: −1.7 pts of stock-specific move.
- Cybersecurity basket -2.3% (-2.0 pts vs SPY; NET -4.8%, CRWD -3.2%, OKTA -2.4%, FTNT -2.2%): the stock moved with its peers.
- Aftermath, insider unplanned sale (Oct 12): After its 10 unplanned insider sales in the past 5 years, PANW was higher a day later 5 times out of 10; half the outcomes fell between -1.7% and +2.2%. History, not a forecast.
- 1 analyst action in the past 10 days (0 positive, 0 negative); latest: Amerx started coverage at Hold.
- 5 insider or congressional trades in the past 30 days, including 3 insider sales not under a 10b5-1 plan.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.7× its 20-day average.
Assembled from Wallsti's own signals.
Insiders · 1 month
−$8.3M
unplanned net · 0 buys · 6 sells · 4 insiders
sales: 4 unplanned, 2 under a 10b5-1 plan (67% unplanned)
Insiders · 3 months
−$9.2M
unplanned net · 0 buys · 9 sells · 5 insiders
sales: 5 unplanned, 4 under a 10b5-1 plan (56% unplanned)
Congress · 3 months
≈−$8K
0 buys · 1 sell · 1 member
Congress · 1 year
≈−$19K
10 buys · 4 sells · 8 members
Fund moves · 3 months
≈+$39.8M
1 buy · 0 sells · 1 investor
Held by funds · now
≈$39.8M
1 investor · largest: Duquesne Family Office
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 9, 2026 | Aparna Bawa | Director | Sell | unplanned | 250 | $412.28 | $103.1K | Oct 9 |
| Oct 1, 2026 | Josh D. Paul | CAO | Sell | 10b5-1 plan | 400 | $395.70 | $158.3K | Oct 5 |
| Oct 1, 2026 | Josh D. Paul | CAO | Tax | tax withholding | 1,308 | $397.31 | $519.7K | Oct 5 |
| Sep 24, 2026 | Aparna Bawa | Director | Sell | unplanned | 260 | $392.69 | $102.1K | Sep 28 |
| Sep 24, 2026 | Dipak Golechha | CFO | Sell | 10b5-1 plan | 27,500 | $391.60 | $10.8M | Sep 28 |
| Sep 17, 2026 | James J Goetz | Director | Sell | unplanned | 20,000 | $376.68 | $7.5M | Sep 21 |
| Sep 15, 2026 | Aparna Bawa | Director | Sell | unplanned | 1,500 | $374.80 | $562.2K | Sep 16 |
| Sep 14, 2026 | John P. Key | Director | Sell | unplanned | 2,500 | $376.03 | $940.1K | Sep 16 |
| Sep 1, 2026 | Josh D. Paul | CAO | Sell | 10b5-1 plan | 900 | $373.68 | $336.3K | Sep 3 |
| Sep 1, 2026 | Helle Thorning-Schmidt | Director | Tax | tax withholding | 211 | $382.13 | $80.6K | Sep 3 |
| Aug 25, 2026 | Josh D. Paul | CAO | Sell | 10b5-1 plan | 900 | $353.77 | $318.4K | Aug 27 |
| Aug 21, 2026 | Josh D. Paul | CAO | Tax | tax withholding | 1,529 | $349.56 | $534.5K | Aug 24 |
| Aug 1, 2026 | Josh D. Paul | CAO | Tax | tax withholding | 3,861 | $331.83 | $1.3M | Aug 4 |
| Jul 7, 2026 | Helle Thorning-Schmidt | Director | Sell | unplanned | 700 | $346.85 | $242.8K | Jul 8 |
| Jul 1, 2026 | Aparna Bawa | Director | Sell | unplanned | 922 | $328.13 | $302.5K | Jul 1 |
| Jul 1, 2026 | Josh D. Paul | CAO | Sell | 10b5-1 plan | 900 | $345.00 | $310.5K | Jul 1 |
| Jul 1, 2026 | Josh D. Paul | CAO | Tax | tax withholding | 1,092 | $341.02 | $372.4K | Jul 1 |
| Jun 23, 2026 | Dipak Golechha | CFO | Sell | 10b5-1 plan | 5,000 | $289.56 | $1.4M | Jun 24 |
| Jun 22, 2026 | Aparna Bawa | Director | Sell | unplanned | 345 | $290.17 | $100.1K | Jun 22 |
| Jun 12, 2026 | John P. Key | Director | Sell | unplanned | 7,500 | $279.24 | $2.1M | Jun 12 |
| Jun 12, 2026 | Aparna Bawa | Director | Sell | unplanned | 1,468 | $272.37 | $399.8K | Jun 12 |
| Jun 12, 2026 | James J Goetz | Director | Sell | unplanned | 20,000 | $279.90 | $5.6M | Jun 16 |
| Jun 1, 2026 | Helle Thorning-Schmidt | Director | Tax | tax withholding | 211 | $281.69 | $59.4K | Jun 2 |
| Jun 1, 2026 | Josh D. Paul | CAO | Sell | 10b5-1 plan | 1,100 | $285.08 | $313.6K | Jun 2 |
| May 22, 2026 | Lee Klarich | EVP | Sell | 10b5-1 plan | 62,904 | $258.65 | $16.3M | May 27 |
| May 20, 2026 | Josh D. Paul | CAO | Sell | 10b5-1 plan | 400 | $236.95 | $94.8K | May 22 |
| Apr 8, 2026 | John P. Key | Director | Sell | unplanned | 1,572 | $173.32 | $272.5K | Apr 10 |
| Apr 1, 2026 | Dipak Golechha | CFO | Sell | 10b5-1 plan | 5,000 | $160.42 | $802.1K | Apr 3 |
| Apr 1, 2026 | Josh D. Paul | CAO | Sell | unplanned | 1,100 | $161.40 | $177.5K | Apr 3 |
| Apr 1, 2026 | Josh D. Paul | CAO | Tax | tax withholding | 947 | $160.32 | $151.8K | Apr 3 |
| Mar 27, 2026 | Nikesh Arora | CEO | Buy | open-market buy | 68,085 | $146.87 | $10M | Mar 27 |
| Mar 6, 2026 | James J Goetz | Director | Sell | unplanned | 22,684 | $164.41 | $3.7M | Mar 10 |
| Mar 2, 2026 | Josh D. Paul | CAO | Sell | 10b5-1 plan | 1,700 | $147.90 | $251.4K | Mar 4 |
| Mar 1, 2026 | Helle Thorning-Schmidt | Director | Tax | tax withholding | 345 | $148.92 | $51.4K | Mar 3 |
| Jan 8, 2026 | Lee Klarich | EVP | Sell | 10b5-1 plan | 120,768 | $191.03 | $23.1M | Jan 12 |
| Jan 2, 2026 | Josh D. Paul | CAO | Sell | 10b5-1 plan | 800 | $184.81 | $147.8K | Jan 6 |
| Jan 2, 2026 | William D Jr Jenkins | President | Sell | 10b5-1 plan | 904 | $184.81 | $167.1K | Jan 6 |
| Dec 26, 2025 | William D Jr Jenkins | President | Sell | 10b5-1 plan | 6,218 | $188.07 | $1.2M | Dec 29 |
| Dec 23, 2025 | Dipak Golechha | CFO | Sell | 10b5-1 plan | 5,000 | $188.18 | $940.9K | Dec 29 |
| Dec 9, 2025 | James J Goetz | Director | Sell | unplanned | 25,000 | $195.20 | $4.9M | Dec 10 |
| Dec 3, 2025 | Lee Klarich | EVP | Sell | 10b5-1 plan | 120,774 | $191.91 | $23.2M | Dec 4 |
| Dec 1, 2025 | Josh D. Paul | CAO | Sell | 10b5-1 plan | 700 | $189.39 | $132.6K | Dec 2 |
| Nov 3, 2025 | Lee Klarich | EVP | Sell | 10b5-1 plan | 120,774 | $217.94 | $26.3M | Nov 4 |
| Nov 3, 2025 | Josh D. Paul | CAO | Sell | 10b5-1 plan | 700 | $219.97 | $154K | Nov 4 |
| Nov 1, 2025 | Dipak Golechha | CFO | Tax | tax withholding | 73,926 | $220.24 | $16.3M | Nov 4 |
| Nov 1, 2025 | Lee Klarich | EVP | Tax | tax withholding | 232,055 | $220.24 | $51.1M | Nov 4 |
| Nov 1, 2025 | William D Jr Jenkins | President | Tax | tax withholding | 164,219 | $220.24 | $36.2M | Nov 4 |
| Nov 1, 2025 | Josh D. Paul | CAO | Tax | tax withholding | 15,470 | $220.24 | $3.4M | Nov 4 |
| Oct 6, 2025 | Lee Klarich | EVP | Sell | 10b5-1 plan | 120,774 | $211.92 | $25.6M | Oct 7 |
| Oct 1, 2025 | Josh D. Paul | CAO | Sell | 10b5-1 plan | 700 | $202.16 | $141.5K | Oct 2 |
| Sep 23, 2025 | Dipak Golechha | CFO | Sell | 10b5-1 plan | 5,000 | $204.19 | $1M | Sep 24 |
| Sep 23, 2025 | Nikesh Arora | CEO | Sell | 10b5-1 plan | 846,408 | $204.06 | $172.7M | Sep 24 |
| Sep 20, 2025 | Josh D. Paul | CAO | Tax | tax withholding | 1,964 | $208.19 | $408.9K | Sep 23 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Jul 31, 2026 | John J McGuire | House | Sell | $1K–$15K | Aug 10 |
| Jul 16, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | Aug 10 |
| Jul 10, 2026 | Dan Newhouse | House | Sell | $1K–$15K | Jul 17 |
| May 14, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | Jun 3 |
| Apr 14, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Mar 31, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Apr 30 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 23, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Apr 30 |
| Mar 23, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Apr 30 |
| Mar 13, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Feb 27, 2026 | Josh Gottheimer | House | Sell | $1K–$15K | Mar 16 |
| Feb 5, 2026 | Jonathan Jackson | House | Sell | $50K–$100K | Mar 12 |
| Dec 11, 2025 | Dan Newhouse | House | Buy | $1K–$15K | Jan 15 |
| Oct 24, 2025 | Marjorie Taylor Greene | House | Buy | $1K–$15K | Oct 28 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Duquesne Family Office (Stanley Druckenmiller) | 116,650 | $39.8M | 0.91% | new | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q2 2026 | 116,650 | $39.8M | 0.9% | Aug 14 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q3 2025 | 1,444,198 | $294.1M | 0.1% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves