SEC 13F Intelligence

Balyasny Asset Management L.P. / PANW

Balyasny Asset Management L.P.’s Palo Alto Networks Inc Position

Does Balyasny Asset Management L.P. own Palo Alto Networks Inc (PANW)? Yes — 512.8K shares worth $82M (+0.11% of its 13F portfolio) as of Q1 2026, up from 64.2K shares the prior filed quarter.

Position Value
$82M
Q1 2026
Shares
512.8K
% of Portfolio
+0.11%
Quarters Held
29
currently held

Position History PANW

Reported value by quarter
Q4 ’18: $52MQ4 ’18Q1 ’19: $44MQ3 ’19: $27MQ4 ’19: $55MQ1 ’20: $3MQ1 ’20Q2 ’20: $17MQ3 ’20: $12MQ4 ’20: $100MQ1 ’21: $36MQ1 ’21Q2 ’21: $48MQ3 ’21: $119MQ4 ’21: $133MQ1 ’22: $115MQ1 ’22Q2 ’22: $64MQ3 ’22: $98MQ4 ’22: $14MQ1 ’23: $119MQ1 ’23Q2 ’23: $114MQ3 ’23: $119MQ4 ’23: $29MQ1 ’24: $4MQ1 ’24Q2 ’24: $41MQ3 ’24: $120MQ4 ’24: $2MQ1 ’25: $22MQ1 ’25Q2 ’25: $2MQ3 ’25: $6MQ4 ’25: $12MQ1 ’26: $82MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026512.8K$82M+0.11%
Q4 202564.2K$12M+0.02%
Q3 202527.1K$6M+0.01%
Q2 202510.9K$2M0.00%
Q1 2025129.8K$22M+0.04%
Q4 202411.8K$2M0.00%
Q3 2024350.8K$120M+0.20%
Q2 2024121.1K$41M+0.07%
Q1 202415.4K$4M+0.01%
Q4 202398.6K$29M+0.05%
Q3 2023506.3K$119M+0.24%
Q2 2023445.1K$114M+0.25%
Q1 2023596.9K$119M+0.30%
Q4 202297.7K$14M+0.04%
Q3 2022597.8K$98M+0.30%
Q2 2022130.4K$64M+0.21%
Q1 2022185.1K$115M+0.36%
Q4 2021238.9K$133M+0.45%
Q3 2021249.0K$119M+0.49%
Q2 2021128.0K$48M+0.22%
Q1 2021111.9K$36M+0.18%
Q4 2020280.1K$100M+0.55%
Q3 202048.9K$12M+0.09%
Q2 202074.8K$17M+0.15%
Q1 202019.8K$3M+0.04%
Q4 2019237.1K$55M+0.33%
Q3 2019133.5K$27M+0.19%
Q1 2019181.7K$44M+0.29%
Q4 2018275.9K$52M+0.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Balyasny Asset Management L.P.’s full portfolio or all institutional holders of PANW.