Filing Risk Score
100A
Regulatory filing quality and event signal from SEC disclosures
Key inputs: Quarterly report filing: quarterly report · Recent Form 4 insider transactions
Cybersecurity platform
Palo Alto Networks
$PANWCybersecurity platform where billings, deferred revenue, platform adoption, and margin discipline drive results.
TechnologyCybersecurity softwareCybersecurity platform
Signal summary
Sawse research signals
Scores summarize filing, market, ownership, and exposure records for research prioritization.
Insider Activity Signal
48D
Net insider buying/selling pattern and cluster activity
Key inputs: 2 insider transaction clusters · 20 Form 4 transactions
Event Momentum Score
100A
Directional signal from recent SEC event categorizations
Key inputs: 9 recent SEC filings · 6 fresh source updates
Quote & Trading
Delayed quote
$279.25
-$1.18 (-0.42%)
Session timestamp: Jun 5, 2026, 9:31 PM
- Range
- 1M
- Start
- $183.98
- Latest
- $279.25
- Latest date
- Jun 4, 2026
Fundamentals
Showing the latest source-confirmed income statement values. The bar scale compares magnitude within this statement only; it is not a trend line and does not indicate positive or negative quality.
2 metrics · latest period Apr 30, 2026. 2 metrics include a prior-period comparison.
Net income
589M USD
Operating income
523M USD
| Metric | Value | Period | Prior | Change |
|---|---|---|---|---|
| Net income | 589M USD | Apr 30, 2026 | 766M USD | -177M USD (-23.1%) |
| Operating income | 523M USD | Apr 30, 2026 | 706M USD | -183M USD (-25.9%) |
Net income
Apr 30, 2026
- Value
- 589M USD
- Change
- -177M USD (-23.1%)
- Prior
- 766M USD
Operating income
Apr 30, 2026
- Value
- 523M USD
- Change
- -183M USD (-25.9%)
- Prior
- 706M USD
SEC Filings
Risk Factor Watch
24 source-confirmed changes detected
Compared 10-K 2025-08-29 with 10-K 2024-09-06.
8 Added8 Changed8 Removed
New / expanded language
Overview Our mission is to be the cybersecurity partner of choice for enterprises, organizations, service providers, and government entities to protect our digital way of life.
Network Security Our network security platform is designed to deliver complete zero trust solutions to our customers.
Prisma Access Browser further extends SASE security and data protection to the end user device, providing workers with freedom to access business applications securely using our secure browser from any device.
Materially changed
These include Cortex XSIAM ® , for AI-powered security operations replacing traditional SIEM tools, Cortex XDR ® , for the prevention, detection, and response to complex cybersecurity attacks, Cortex XSOAR ® , for security orchestration, automation, and response (“SOAR”), and Cortex Xpanse ® , for ASM.
We deliver comprehensive security across the cloud application development lifecycle through Cortex Cloud, delivered as a scalable SaaS offering.
Threat Intelligence and Advisory Services • Unit 42 brings together world-renowned expertise across threat research, incident response, and security consulting to deliver intelligence-driven, response-ready outcomes that help customers reduce cyber risk.
8 removed risk-factor candidates
Our platformization strategy combines various products and services into a tightly integrated architecture and makes security faster, less complex, and more cost-effective.
We focus on delivering value in four sectors of the cybersecurity industry: Network Security: • Our network security platform, designed to deliver complete zero trust solutions to our customers, includes our hardware and software ML-Powered Next-Generation Firewalls, AI Runtime Security, as well as a cloud-delivered SASE.
Our network security platform also includes our cloud-delivered security services, such as Advanced Threat Prevention, Advanced WildFire ® , Advanced URL Filtering, Advanced DNS Security, IoT/OT Security, GlobalProtect ® , Enterprise DLP, AIOps, SaaS Security, and AI Access Security.
Through these add-on security services, our customers are able to secure their content, applications, users, and devices across their entire organization.
Source-extracted Item 1A comparison.
Jun 3, 2026View on SEC
Jun 2, 2026View on SEC
Jun 2, 2026View on SEC
Jun 2, 2026View on SEC
Item 2.02Results of Operations and Financial ConditionItem 9.01Financial Statements and Exhibits
May 27, 2026View on SEC
Insider Activity
Form 4 context
Recent insider transaction activity
The 30, 90, and 365 day windows are measured backward from the newest Form 4 row loaded for this ticker. “Acquired” and “Disposed” are the Form 4 share-direction fields; they are not a Sawse conclusion about insider intent.
A cluster groups related Form 4 rows with the same transaction direction and code inside a weekly date window. Sawse flags a group as a cluster when it has multiple rows, multiple reporting owners, or at least 100,000 reported shares.
Loaded Form 4 rows20
90-day net activity-69,734Net disposed
90-day net value-$17.58MFrom 20 priced rows
Detected clusters2
Last 30 days
- Rows
- 15
- Acquired
- 0
- Disposed
- 64,615
- Net shares
- -64,615
- Net value
- -$16.74M
Last 90 days
- Rows
- 20
- Acquired
- 0
- Disposed
- 69,734
- Net shares
- -69,734
- Net value
- -$17.58M
Last 365 days
- Rows
- 20
- Acquired
- 0
- Disposed
- 69,734
- Net shares
- -69,734
- Net value
- -$17.58M
Cluster filter
Use clusters to inspect grouped Form 4 activity without scrolling through the full table.
Unclustered single rows remain in the table when All groups is selected.
20 transaction rows match the active filters; 12 rows are shown.
| Insider | Role | Group | Direction | Shares | Dollar value | Date |
|---|---|---|---|---|---|---|
| Paul Josh D. | Chief Accounting Officer, officer | Single row | Disposed | 1,100 | $313.59K | Jun 1, 2026 |
| Thorning-Schmidt Helle | director | Single row | Disposed | 211 | $59.44K | Jun 1, 2026 |
| Klarich Lee | EVP Chief Product & Tech Ofcr, director, officer | Cluster 1 | Disposed | 2,897 | $746.36K | May 22, 2026 |
| Klarich Lee | EVP Chief Product & Tech Ofcr, director, officer | Cluster 1 | Disposed | 2,875 | $737.72K | May 22, 2026 |
| Klarich Lee | EVP Chief Product & Tech Ofcr, director, officer | Cluster 1 | Disposed | 4,694 | $1.2M | May 22, 2026 |
| Klarich Lee | EVP Chief Product & Tech Ofcr, director, officer | Cluster 1 | Disposed | 4,205 | $1.07M | May 22, 2026 |
| Klarich Lee | EVP Chief Product & Tech Ofcr, director, officer | Cluster 1 | Disposed | 320 | $81.04K | May 22, 2026 |
| Klarich Lee | EVP Chief Product & Tech Ofcr, director, officer | Cluster 1 | Disposed | 582 | $146.63K | May 22, 2026 |
| Klarich Lee | EVP Chief Product & Tech Ofcr, director, officer | Cluster 1 | Disposed | 519 | $130.37K | May 22, 2026 |
| Klarich Lee | EVP Chief Product & Tech Ofcr, director, officer | Cluster 1 | Disposed | 543 | $135.77K | May 22, 2026 |
| Klarich Lee | EVP Chief Product & Tech Ofcr, director, officer | Cluster 1 | Disposed | 923 | $241.13K | May 22, 2026 |
| Klarich Lee | EVP Chief Product & Tech Ofcr, director, officer | Cluster 1 | Disposed | 18,067 | $4.69M | May 22, 2026 |
Paul Josh D.
Chief Accounting Officer, officer
Single row
- Direction
- Disposed
- Shares
- 1,100
- Dollar value
- $313.59K
- Date
- Jun 1, 2026
Thorning-Schmidt Helle
director
Single row
- Direction
- Disposed
- Shares
- 211
- Dollar value
- $59.44K
- Date
- Jun 1, 2026
Klarich Lee
EVP Chief Product & Tech Ofcr, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 2,897
- Dollar value
- $746.36K
- Date
- May 22, 2026
Klarich Lee
EVP Chief Product & Tech Ofcr, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 2,875
- Dollar value
- $737.72K
- Date
- May 22, 2026
Klarich Lee
EVP Chief Product & Tech Ofcr, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 4,694
- Dollar value
- $1.2M
- Date
- May 22, 2026
Klarich Lee
EVP Chief Product & Tech Ofcr, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 4,205
- Dollar value
- $1.07M
- Date
- May 22, 2026
Klarich Lee
EVP Chief Product & Tech Ofcr, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 320
- Dollar value
- $81.04K
- Date
- May 22, 2026
Klarich Lee
EVP Chief Product & Tech Ofcr, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 582
- Dollar value
- $146.63K
- Date
- May 22, 2026
Klarich Lee
EVP Chief Product & Tech Ofcr, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 519
- Dollar value
- $130.37K
- Date
- May 22, 2026
Klarich Lee
EVP Chief Product & Tech Ofcr, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 543
- Dollar value
- $135.77K
- Date
- May 22, 2026
Klarich Lee
EVP Chief Product & Tech Ofcr, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 923
- Dollar value
- $241.13K
- Date
- May 22, 2026
Klarich Lee
EVP Chief Product & Tech Ofcr, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 18,067
- Dollar value
- $4.69M
- Date
- May 22, 2026
Institutional Ownership
This is a partial 13F manager view, not a full shareholder register. Concentration percentages describe the manager positions currently loaded in this table. The shares-outstanding percentage divides each manager's reported shares by the latest public share-count record when available.
Observed 13F managers8
Loaded filings
Largest loaded manager0.0%
Of loaded 13F shares
Top 10 loaded share—
Only 8 loaded
Top 25 loaded share—
Only 8 loaded
Rows with movement7
Position or value
Source: SEC 13F filings. 13F reports can arrive up to 45 days after quarter end and do not represent every shareholder. Position change is the reported share-count change versus the prior available filing. Value change is the reported market-value change and can move even when the share count is unchanged.
| Manager | Period | Shares | % Shares out. | Value | Movement |
|---|---|---|---|---|---|
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 2.67K | 0.00% | $422.13M | Position-48.22KValue-$8.95B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 11 | 0.00% | $1.74M | Position-50.88KValue-$9.37B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 763 | 0.00% | $120.45M | Position-50.13KValue-$9.25B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 1.38M | 0.17% | $217.85B | Position+1.33MValue+$208.47B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 17 | 0.00% | $2.68M | Position-50.88KValue-$9.37B |
| ARK Investment Management LLC | Mar 2026 | 10.87K | 0.00% | $1.74B | Position—Value— |
| Bank of America CorpPosition and value moved | Mar 2026 | 4.5M | 0.55% | $721.46B | Position+3.7MValue+$574.2B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 224 | 0.00% | $35.36M | Position-50.67KValue-$9.34B |
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 2.67K
- % Shares out.
- 0.00%
- Value
- $422.13M
- Movement
- Position-48.22KValue-$8.95B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 11
- % Shares out.
- 0.00%
- Value
- $1.74M
- Movement
- Position-50.88KValue-$9.37B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 763
- % Shares out.
- 0.00%
- Value
- $120.45M
- Movement
- Position-50.13KValue-$9.25B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 1.38M
- % Shares out.
- 0.17%
- Value
- $217.85B
- Movement
- Position+1.33MValue+$208.47B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 17
- % Shares out.
- 0.00%
- Value
- $2.68M
- Movement
- Position-50.88KValue-$9.37B
ARK Investment Management LLC
Mar 2026
- Shares
- 10.87K
- % Shares out.
- 0.00%
- Value
- $1.74B
- Movement
- Position—Value—
Bank of America CorpPosition and value moved
Mar 2026
- Shares
- 4.5M
- % Shares out.
- 0.55%
- Value
- $721.46B
- Movement
- Position+3.7MValue+$574.2B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 224
- % Shares out.
- 0.00%
- Value
- $35.36M
- Movement
- Position-50.67KValue-$9.34B
Editorial Coverage
Peer Comparison
| Ticker | Category | Latest revenue | Filing Risk0-100 | Insider Signal0-100 | Event Momentum0-100 |
|---|---|---|---|---|---|
| $PANWPalo Alto Networks | Cybersecurity platform | — | 100 | 48 | 100 |
| $MSFTMicrosoft | Mega-cap software and cloud platform | 36.15B | 100 | 49 | 100 |
| $ORCLOracle | Enterprise software and cloud infrastructure | 57.4B | 88 | 50 | 100 |
| $NOWServiceNow | Enterprise workflow software | 1.22B | 88 | 50 | 100 |
$PANWPalo Alto Networks
Cybersecurity platform
—
- Filing Risk
- 100
- Insider Signal
- 48
- Event Momentum
- 100
$MSFTMicrosoft
Mega-cap software and cloud platform
36.15B
- Filing Risk
- 100
- Insider Signal
- 49
- Event Momentum
- 100
$ORCLOracle
Enterprise software and cloud infrastructure
57.4B
- Filing Risk
- 88
- Insider Signal
- 50
- Event Momentum
- 100
$NOWServiceNow
Enterprise workflow software
1.22B
- Filing Risk
- 88
- Insider Signal
- 50
- Event Momentum
- 100
- Filing Risk
- Measures the intensity of SEC filing patterns.
- Insider Signal
- Measures unusual Form 4 activity patterns.
- Event Momentum
- Measures recent material disclosure activity.
Scores run 0-100: higher means a stronger signal for that dimension, not a buy/sell rating. Market cap, YTD return, and P/E appear when quote history and share-count data are complete.