Palo Alto Networks, Inc.
PANW
Jodie situation report
Palo Alto Networks, Inc.'s move is spreading beyond its market group.
PANW accounts for 11.9% of the group's measured movement across 9.2 effective names. raw member direction is mixed; 10 of 12 session-normalized paths align to the upside. Capital-flow agreement is 7%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
ESTC, NTSK, PATH moved materially before PANW. PANW crossed its material path threshold at 10:35 ET, 55 minutes after the first measured mover. OKTA, DDOG followed.
10 of 21 members in Payment Software are active. 2 of 8 disclosed connections are confirming.
- At least 14 of 21 durable members become active together.
- Capital-flow agreement rises above 55%.
- RPD remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 7 of 21 members or fewer.
Who this business touches
The relationships behind PANW
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CRWDCrowdStrike Holdings, Inc.competitorJun 3, 2026 ▾
“Our main competitors fall into four categories: • large companies that incorporate security features in their products, such as Cisco Systems, Inc.”
CSCOCisco Systems, Inc.competitorJun 3, 2026 ▾
“Our main competitors fall into four categories: • large companies that incorporate security features in their products, such as Cisco Systems, Inc.”
Depended on by
QLYSQualys, Inc.competitorMay 5, 2026 ▾
“We compete with large and small public companies, such as CrowdStrike, Palo Alto Networks, Rapid7, and Tenable Holdings, as well as privately held security providers including Invicti, Tanium, and Wiz (which has announced a pending acquisition by Google).”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 34 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
PANW is currently a Participant in the organic co-movement group Payment Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.