Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership35,360 shares
Latest Disclosed Value $ 5,669
Appleton Partners Inc/ma reports 2.10% decrease in ownership of PANW / Palo Alto Networks, Inc.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 35,360 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $5,669 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 36,118 shares of Palo Alto Networks, Inc.. This represents a change in shares of -2.10% 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)
2026-04-28 2026-03-31 13F PALO ALTO NETWORKS INC COM CS 697435105 35,360 -758 -2.10 6 -16.67 0.3954
2026-01-09 2025-12-31 13F PALO ALTO NETWORKS INC COM CS 697435105 36,118 -1,727 -4.56 7 -14.29 0.4383
2025-11-05 2025-09-30 13F PALO ALTO NETWORKS CS 697435105 37,845 -373 -0.98 8 0.00 0.5172
2025-07-22 2025-06-30 13F PALO ALTO NETWORKS CS 697435105 38,218 -789 -2.02 8 16.67 0.5534
2025-04-22 2025-03-31 13F PALO ALTO NETWORKS CS 697435105 39,007 -3,652 -8.56 7 -14.29 0.5144
2025-01-28 2024-12-31 13F PALO ALTO NETWORKS CS 697435105 42,659 18,201 74.42 8 -12.50 0.5737
2024-10-01 2024-09-30 13F PALO ALTO NETWORKS CS 697435105 24,458 -1,628 -6.24 8 0.00 0.6150
2024-07-02 2024-06-30 13F PALO ALTO NETWORKS CS 697435105 26,086 -1,963 -7.00 9 14.29 0.6811
2024-04-01 2024-03-31 13F PALO ALTO NETWORKS CS 697435105 28,049 -4,412 -13.59 8 -22.22 0.6186
2024-01-02 2023-12-31 13F PALO ALTO NETWORKS CS 697435105 32,461 -1,488 -4.38 10 28.57 0.7719
2023-10-03 2023-09-30 13F PALO ALTO NETWORKS CS 697435105 33,949 -4,615 -11.97 8 -22.22 0.7074
2023-07-10 2023-06-30 13F PALO ALTO NETWORKS CS 697435105 38,564 -2,870 -6.93 10 12.50 0.8319
2023-04-10 2023-03-31 13F PALO ALTO NETWORKS CS 697435105 41,434 -2,293 -5.24 8 33.33 0.7361
2023-01-19 2022-12-31 13F PALO ALTO NETWORKS CS 697435105 43,727 -1,931 -4.23 6 -99.92 0.5780
2022-10-27 2022-09-30 13F PALO ALTO NETWORKS CS 697435105 45,658 30,176 194.91 7,478 -2.21 0.7480
2022-07-08 2022-06-30 13F PALO ALTO NETWORKS CS 697435105 15,482 -35 -0.23 7,647 -20.83 0.7231
2022-04-05 2022-03-31 13F PALO ALTO NETWORKS CS 697435105 15,517 -285 -1.80 9,659 9.79 0.7896
2022-02-03 2021-12-31 13F PALO ALTO NETWORKS CS 697435105 15,802 -590 -3.60 8,798 12.05 0.6623
2021-10-14 2021-09-30 13F PALO ALTO NETWORKS CS 697435105 16,392 460 2.89 7,852 32.81 0.6539
2021-07-07 2021-06-30 13F PALO ALTO NETWORKS CS 697435105 15,932 -853 -5.08 5,912 9.36 0.5035
2021-04-19 2021-03-31 13F PALO ALTO NETWORKS INC COM CS 697435105 16,785 -500 -2.89 5,406 -12.00 0.5025
2021-01-19 2020-12-31 13F PALO ALTO NETWORKS INC COM CS 697435105 17,285 60 0.35 6,143 45.71 0.6048
2020-10-14 2020-09-30 13F PALO ALTO NETWORKS INC COM COM 697435105 17,225 -229 -1.31 4,216 5.16 0.4655
2020-08-14 2020-06-30 13F PALO ALTO NETWORKS INC COM COM 697435105 17,454 -961 -5.22 4,009 32.79 0.4801
2020-05-04 2020-03-31 13F PALO ALTO NETWORKS INC COM COM 697435105 18,415 -2,590 -12.33 3,019 -37.84 0.4183
2020-01-13 2019-12-31 13F PALO ALTO NETWORKS INC COM COM 697435105 21,005 -301 -1.41 4,857 11.84 0.5335
2019-11-04 2019-09-30 13F PALO ALTO NETWORKS INC COM COM 697435105 21,306 215 1.02 4,343 1.05 0.5243
2019-07-25 2019-06-30 13F PALO ALTO NETWORKS INC COM COM 697435105 21,091 26 0.12 4,298 -15.99 0.5312
2019-04-17 2019-03-31 13F PALO ALTO NETWORKS INC COM COM 697435105 21,065 155 0.74 5,116 29.91 0.6781
2019-01-17 2018-12-31 13F PALO ALTO NETWORKS INC COM COM 697435105 20,910 550 2.70 3,938 -14.13 0.5897
2018-10-09 2018-09-30 13F PALO ALTO NETWORKS INC COM COM 697435105 20,360 -130 -0.63 4,586 8.93 0.6106
2018-08-08 2018-06-30 13F PALO ALTO NETWORKS INC COM COM 697435105 20,490 -170 -0.82 4,210 12.27 0.6028
2018-04-11 2018-03-31 13F PALO ALTO NETWORKS INC COM COM 697435105 20,660 10 0.05 3,750 25.29 0.5690
2018-01-12 2017-12-31 13F PALO ALTO NETWORKS INC COM COM 697435105 20,650 45 0.22 2,993 0.81 0.4642
2017-10-12 2017-09-30 13F PALO ALTO NETWORKS INC COM COM 697435105 20,605 -289 -1.38 2,969 6.19 0.5002
2017-07-11 2017-06-30 13F PALO ALTO NETWORKS INC COM COM 697435105 20,894 -30,484 -59.33 2,796 -51.70 0.4699
2017-05-01 2017-03-31 13F PALO ALTO NETWORKS INC COM COM 697435105 51,378 -7,396 -12.58 5,789 -21.24 1.0651
2017-02-13 2016-12-31 13F PALO ALTO NETWORKS INC COM COM 697435105 58,774 -2,095 -3.44 7,350 -24.21 1.4855
2016-11-03 2016-09-30 13F PALO ALTO NETWORKS INC COM COM 697435105 60,869 -2,895 -4.54 9,698 24.02 1.8271
2016-08-03 2016-06-30 13F PALO ALTO NETWORKS INC COM COM 697435105 63,764 -1,545 -2.37 7,820 -26.61 1.5983
2016-04-21 2016-03-31 13F PALO ALTO NETWORKS INC COM COM 697435105 65,309 2,749 4.39 10,655 -3.30 2.1058
2016-01-22 2015-12-31 13F PALO ALTO NETWORKS INC COM COM 697435105 62,560 2,603 4.34 11,019 6.85 2.1733
2015-10-15 2015-09-30 13F PALO ALTO NETWORKS INC COM COM 697435105 59,957 620 1.04 10,313 -0.51 2.3445
2015-07-15 2015-06-30 13F PALO ALTO NETWORKS INC COM COM 697435105 59,337 -804 -1.34 10,366 18.00 2.3218
2015-04-30 2015-03-31 13F PALO ALTO NETWORKS INC COM COM 697435105 60,141 60,141 0.00 8,785 1.9813
2015-02-04 2014-12-31 13F PALO ALTO NETWORKS INC COM COM 697435105 0 -7,846 -100.00 0 -100.00
2014-11-06 2014-09-30 13F PALO ALTO NETWORKS INC COM COM 697435105 7,846 -2,000 -20.31 770 -6.78 0.1798
2014-07-23 2014-06-30 13F PALO ALTO NETWORKS INC COM COM 697435105 9,846 -609 -5.82 826 15.20 0.1931
2014-04-30 2014-03-31 13F PALO ALTO NETWORKS INC COM COM 697435105 10,455 3,127 42.67 717 70.31 0.1697
2014-02-13 2013-12-31 13F PALO ALTO NETWORKS INC COM COMMON STOCK 697435105 7,328 1,915 35.38 421 69.76 0.1009
2013-10-22 2013-09-30 13F PALO ALTO NETWORKS INC COM COMMON STOCK 697435105 5,413 -292 -5.12 248 -99.90 0.0665
2013-08-13 2013-06-30 13F PALO ALTO NETWORKS INC COM COMMON STOCK 697435105 5,705 5,705 240,523 0.0693
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.