This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PANW/capital-change-brief"
Use Arkolith's capital_change_brief for PANW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $11.6B | 72.4M | ▲+22% Added · +12.9M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $8.5B | 52.8M | ▲New +52.8M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $5.7B | 35.5M | ▲+17% Added · +5.2M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $5.2B | 32.3M | ▲+6.1% Added · +1.9M sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $3.6B | 22.5M | ▲+16% Added · +3.1M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.1B | 19.6M | ▲New +19.6M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $3.1B | 19.3M | ▲+21% Added · +3.3M sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $2.1B | 13.5M | ▲+17% Added · +2.0M sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $1.4B | 8.7M | ▲+15% Added · +1.2M sh | Q1 2026 | |
| 10 | UBS Group AG | $1.3B | 8.3M | ▼−6.6% Reduced · −581K sh | Q1 2026 | |
| 11 | FMR LLC | $1.3B | 8.1M | ▼−0.4% Reduced · −34K sh | Q1 2026 | |
| 12 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.3B | 8.1M | ▲+32% Added · +2.0M sh | Q1 2026 | |
| 13 | Nuveen, LLC | $1.3B | 8.0M | ▲+11% Added · +776K sh | Q1 2026 | |
| 14 | NORGES BANK | $1.4B | 7.7M | ▲+133% Added · +4.4M sh | Q4 2025 | |
| 15 | ROYAL BANK OF CANADA | $1.2B | 7.6M | ▼−0.6% Reduced · −45K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $1.0B | 6.5M | ▲+23% Added · +1.2M sh | Q1 2026 | |
| 17 | FIRST TRUST ADVISORS LP | $1.0B | 6.5M | ▲+4.4% Added · +273K sh | Q1 2026 | |
| 18 | Amundi | $1.0B | 6.3M | ▲+67% Added · +2.5M sh | Q1 2026 | |
| 19 | Legal & General Group Plc | $1.0B | 6.3M | ▲+15% Added · +838K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $999.6M | 6.2M | ▲+36% Added · +1.6M sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $981.0M | 6.1M | ▲+7.0% Added · +398K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $953.6M | 5.9M | ▲+21% Added · +1.0M sh | Q1 2026 | |
| 23 | Clearbridge Investments, LLC | $787.3M | 4.9M | ▼−12% Reduced · −691K sh | Q1 2026 | |
| 24 | Pictet Asset Management Holding SA | $770.5M | 4.8M | ▲+10% Added · +453K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $748.2M | 4.7M | ▲New +4.7M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Thorning-Schmidt Helle | Director | Sell (S) | 700 | $243K |
| Jul 1, 2026 | Paul Josh D. | Chief Accounting Officer | Sell (S) | 900 | $311K |
| Jul 1, 2026 | Paul Josh D. | Chief Accounting Officer | Tax withholding (F) | 1K | $372K |
| Jul 1, 2026 | Bawa Aparna | Director | Sell (S) | 290 | $101K |
| Jun 30, 2026 | Arora Nikesh | Chief Executive Officer, Director | Discretionary (I) | 865K | $0 |
| Jun 29, 2026 | Bawa Aparna | Director | Sell (S) | 305 | $100K |
| Jun 29, 2026 | Bawa Aparna | Director | Sell (S) | 327 | $101K |
| Jun 23, 2026 | Golechha Dipak | EVP, Chief Financial Officer | Sell (S) | 214 | $62K |
| Jun 23, 2026 | Golechha Dipak | EVP, Chief Financial Officer | Sell (S) | 886 | $258K |
| Jun 23, 2026 | Golechha Dipak | EVP, Chief Financial Officer | Sell (S) | 2K | $609K |
| Jun 23, 2026 | Golechha Dipak | EVP, Chief Financial Officer | Sell (S) | 1K | $376K |
| Jun 23, 2026 | Golechha Dipak | EVP, Chief Financial Officer | Sell (S) | 200 | $57K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 568 funds | $457.6B |
| MICROSOFT CORPMSFT | 566 funds | $324.4B |
| AMAZON.COM INCAMZN | 566 funds | $247.6B |
| APPLE INCAAPL | 563 funds | $343.4B |
| ALPHABET INC-CL AGOOGL | 562 funds | $216.7B |
| META PLATFORMS INC-CLASS AMETA | 560 funds | $135.0B |
| BROADCOM INCAVGO | 557 funds | $176.1B |
| VISA INC-CLASS A SHARESV | 550 funds | $73.9B |
| ELI LILLY & COLLY | 547 funds | $99.3B |
| JPMORGAN CHASE & COJPM | 544 funds | $83.0B |
| ALPHABET INC-CL CGOOG | 542 funds | $142.2B |
| WALMART INCWMT | 538 funds | $49.5B |
Ranked by how many of PANW's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PANW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.