Anomaly Capital Management, LP: PALO ALTO NETWORKS INC (PANW): Quarterly 13F Position History
As of Q1 2026, Anomaly Capital Management, LP reported 530,389 shares of PALO ALTO NETWORKS INC (PANW), worth $85.0M and representing 5.1% of its 13F equity book. Quarter-over-quarter share count change: 160,648 (-23.2%) . The position first appeared in Q4 2020 and has been disclosed across 22 13F-HR filings in Pactolio's tracked window.
- 530,389Shares Held (Latest Filing)
- $85.0MReported Market Value (Latest Filing)
- 5.1%Portfolio Weight (% of 13F Equity Book)
- 160,648Quarter-over-Quarter Share Change
- -$42.3MQuarter-over-Quarter Value Change
- 1,574,038Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 22 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 530,389 | 160,648 | -23.2% | $85.0M | 5.1% | $160.3 |
| Q4 2025 | 691,037 | +392,399 | +131.4% | $127.3M | 4.6% | $184.2 |
| Q3 2025 | 298,638 | +298,638 | — | $60.8M | 1.8% | $203.6 |
| Q2 2025 | 0 | 357,124 | -100.0% | $0 | 0.0% | — |
| Q1 2025 | 357,124 | +357,124 | — | $60.9M | 2.8% | $170.6 |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 96,011 | -100.0% | $0 | 0.0% | — |
| Q1 2024 | 96,011 | 338,399 | -77.9% | $27.3M | 1.0% | $284.1 |
| Q4 2023 | 434,410 | 120,105 | -21.7% | $128.1M | 5.5% | $294.9 |
| Q3 2023 | 554,515 | 13,251 | -2.3% | $130.0M | 5.9% | $234.4 |
| Q2 2023 | 567,766 | 118,808 | -17.3% | $145.1M | 5.6% | $255.5 |
| Q1 2023 | 686,574 | 887,464 | -56.4% | $137.1M | 6.0% | $199.7 |
| Q4 2022 | 1,574,038 | +171,572 | +12.2% | $219.6M | 9.9% | $139.5 |
| Q3 2022 | 1,402,466 | +1,019,002 | +265.7% | $229.7M | 12.3% | $163.8 |
| Q2 2022 | 383,464 | +67,405 | +21.3% | $189.4M | 10.2% | $493.9 |
| Q1 2022 | 316,059 | +2,940 | +0.9% | $196.8M | 9.2% | $622.5 |
| Q4 2021 | 313,119 | 35,361 | -10.1% | $174.3M | 10.2% | $556.8 |
| Q3 2021 | 348,480 | 39,310 | -10.1% | $166.9M | 10.7% | $479.0 |
| Q2 2021 | 387,790 | +152,700 | +65.0% | $143.9M | 9.1% | $371.0 |
| Q1 2021 | 235,090 | +88,689 | +60.6% | $75.7M | 7.4% | $322.1 |
| Q4 2020 | 146,401 | — | — | $52.0M | 6.3% | $355.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Anomaly Capital Management, LP first disclose a PANW position in 13F-HR filings?
Anomaly Capital Management, LP first reported PALO ALTO NETWORKS INC (PANW) on its 13F-HR filing for the period ending 2020-12-31 (Q4 2020). The position has appeared on 22 reported quarters within Pactolio's tracked window.
What was Anomaly Capital Management, LP's most recent quarter-over-quarter share-count change in PANW?
Between Q4 2025 and Q1 2026, Anomaly Capital Management, LP reduced its PANW position by 160,648 shares (-23.2%), leaving 530,389 shares at a market value of $85.0M.
Does the implied price-per-share represent Anomaly Capital Management, LP's cost basis in PANW?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.