Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionAlpha Family Trust
Latest Disclosed Ownership5,320 shares
Latest Disclosed Value $ 852,902
Alpha Family Trust reports 47.78% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 13, 2026 - Alpha Family Trust filed a 13F-HR form disclosing ownership of 5,320 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $852,902 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,600 shares of Palo Alto Networks, Inc.. This represents a change in shares of 47.78% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F PALO ALTO NETWORKS CMN 697435105 5,320 1,720 47.78 853 28.51 0.4139
2026-02-12 2025-12-31 13F PALO ALTO NETWORKS CMN 697435105 3,600 -410 -10.22 663 -18.75 0.3021
2025-11-12 2025-09-30 13F PALO ALTO NETWORKS CMN 697435105 4,010 620 18.29 817 17.75 0.3829
2025-08-13 2025-06-30 13F PALO ALTO NETWORKS CMN 697435105 3,390 -1,630 -32.47 694 -19.04 0.3435
2025-05-13 2025-03-31 13F PALO ALTO NETWORKS INC. CMN CMN 697435105 5,020 2,250 81.23 857 69.84 0.4999
2025-02-14 2024-12-31 13F PALO ALTO NETWORKS INC. CMN CMN 697435105 2,770 1,385 100.00 504 6.55 0.2830
2024-11-07 2024-09-30 13F PALO ALTO NETWORKS CMN 697435105 1,385 0 0.00 473 0.85 0.2643
2024-08-09 2024-06-30 13F PALO ALTO NETWORKS CMN 697435105 1,385 0 0.00 470 19.34 0.2752
2024-05-09 2024-03-31 13F PALO ALTO NETWORKS CMN 697435105 1,385 0 0.00 394 -3.68 0.2380
2024-02-09 2023-12-31 13F PALO ALTO NETWORKS CMN 697435105 1,385 0 0.00 408 25.93 0.2757
2023-11-02 2023-09-30 13F PALO ALTO NETWORKS CMN 697435105 1,385 1,385 325 0.2471
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.