Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionAft, Forsyth & Company, Inc.
Latest Disclosed Ownership14,327 shares
Latest Disclosed Value $ 2,296,905
Aft, Forsyth & Company, Inc. ownership in PANW / Palo Alto Networks, Inc.

On May 14, 2026 - Aft, Forsyth & Company, Inc. filed a 13F-HR form disclosing ownership of 14,327 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $2,296,905 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,327 shares of Palo Alto Networks, Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 14,327 0 0.00 2,297 -13.00 1.0813
2026-02-13 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 14,327 200 1.42 2,639 -8.24 1.1387
2025-11-07 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 14,127 -210 -1.46 2,877 -1.94 1.3780
2025-08-14 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 14,337 -150 -1.04 2,934 18.65 1.5030
2025-05-12 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 14,487 -285 -1.93 2,472 -8.00 1.3317
2025-01-29 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 14,772 7,381 99.86 2,688 6.37 1.3181
2024-11-14 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 7,391 -60 -0.81 2,526 0.04 1.2455
2024-08-13 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 7,451 -65 -0.86 2,526 18.27 1.2384
2024-04-30 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 7,516 250 3.44 2,136 -0.33 1.2168
2024-02-09 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 7,266 1,157 18.94 2,143 49.58 1.3482
2023-11-07 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 6,109 390 6.82 1,432 -1.98 1.0496
2023-08-14 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 5,719 559 10.83 1,461 41.84 1.0360
2023-05-02 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 5,160 -15 -0.29 1,031 42.66 0.7960
2023-02-13 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 5,175 0 0.00 722 -14.86 0.6160
2022-11-14 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 5,175 3,630 234.95 848 11.14 0.7568
2022-07-28 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 1,545 225 17.05 763 -7.18 0.6157
2022-05-10 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 1,320 -1,390 -51.29 822 -45.53 0.5236
2022-02-07 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 2,710 -10 -0.37 1,509 15.81 0.7743
2021-11-08 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 2,720 350 14.77 1,303 48.24 0.7000
2021-07-15 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 2,370 0 0.00 879 15.20 0.4694
2021-05-04 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 2,370 2,370 763 0.4575
2020-08-06 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -1,500 -100.00 0 -100.00
2020-05-11 2020-03-31 13F PALO ALTO NETWORKS COM 697435105 1,500 -2,667 -64.00 246 -74.59 0.2473
2020-02-10 2019-12-31 13F PALO ALTO NETWORKS COM 697435105 4,167 25 0.60 964 14.22 0.7357
2019-11-12 2019-09-30 13F PALO ALTO NETWORKS COM 697435105 4,142 100 2.47 844 2.43 0.6972
2019-07-29 2019-06-30 13F PALO ALTO NETWORKS COM 697435105 4,042 680 20.23 824 0.86 0.6787
2019-05-08 2019-03-31 13F PALO ALTO NETWORKS COM 697435105 3,362 575 20.63 817 55.62 0.7077
2019-02-05 2018-12-31 13F Palo Alto Networks COM 697435105 2,787 -28 -0.99 525 -17.19 0.5227
2018-10-26 2018-09-30 13F PALO ALTO NETWORKS COM 697435105 2,815 -285 -9.19 634 -0.47 0.5258
2018-08-14 2018-06-30 13F Palo Alto Networks COM 697435105 3,100 260 9.15 637 23.45 0.5587
2018-05-14 2018-03-31 13F Palo Alto Networks COM 697435105 2,840 540 23.48 516 54.95 0.4816
2018-02-12 2017-12-31 13F Palo Alto Networks COM 697435105 2,300 2,300 333 0.3259
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.