Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionApriem Advisors
Latest Disclosed Ownership7,507 shares
Latest Disclosed Value $ 1,203,522
Apriem Advisors reports 7.35% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 14, 2026 - Apriem Advisors filed a 13F-HR form disclosing ownership of 7,507 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,203,522 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,993 shares of Palo Alto Networks, Inc.. This represents a change in shares of 7.35% 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 7,507 514 7.35 1,204 -6.60 0.1149
2026-02-13 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 6,993 64 0.92 1,288 -8.65 0.1182
2025-11-10 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 6,929 -49 -0.70 1,411 -1.19 0.1335
2025-08-14 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 6,978 -50 -0.71 1,428 19.02 0.1518
2025-05-15 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 7,028 -32 -0.45 1,199 -6.62 0.1405
2025-02-05 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 7,060 3,426 94.28 1,285 3.38 0.1471
2024-11-14 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 3,634 -456 -11.15 1,242 -10.39 0.1451
2024-08-14 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 4,090 160 4.07 1,387 24.19 0.1697
2024-05-15 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 3,930 400 11.33 1,117 7.31 0.1403
2024-02-14 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 3,530 585 19.86 1,041 50.72 0.1391
2023-11-13 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 2,945 266 9.93 690 0.88 0.1012
2023-08-08 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 2,679 25 0.94 685 29.06 0.1026
2023-05-12 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 2,654 190 7.71 530 54.52 0.0848
2023-02-13 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 2,464 -170 -6.45 344 -20.42 0.0596
2022-11-14 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 2,634 1,796 214.32 431 4.11 0.0777
2022-08-08 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 838 -165 -16.45 414 -33.65 0.0713
2022-05-10 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 1,003 -60 -5.64 624 5.41 0.0915
2022-02-09 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 1,063 -175 -14.14 592 -0.17 0.0838
2021-11-12 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 1,238 -70 -5.35 593 22.27 0.0851
2021-08-10 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 1,308 38 2.99 485 18.58 0.0724
2021-05-10 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 1,270 205 19.25 409 8.20 0.0634
2021-02-04 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 1,065 55 5.45 378 53.04 0.0674
2020-11-10 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 1,010 -60 -5.61 247 0.41 0.0453
2020-08-07 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 1,070 1,070 246 0.0505
2020-05-07 2020-03-31 13F PALO ALTO NETWORKS COM 697435105 0 -1,605 -100.00 0 -100.00
2020-02-10 2019-12-31 13F PALO ALTO NETWORKS COM 697435105 1,605 0 0.00 371 13.46 0.0711
2019-11-12 2019-09-30 13F PALO ALTO NETWORKS COM 697435105 1,605 275 20.68 327 20.66 0.0725
2019-08-14 2019-06-30 13F PALO ALTO NETWORKS COM 697435105 1,330 250 23.15 271 3.44 0.0849
2019-05-15 2019-03-31 13F PALO ALTO NETWORKS COM 697435105 1,080 -95 -8.09 262 18.55 0.0693
2019-02-19 2018-12-31 13F PALO ALTO NETWORKS COM 697435105 1,175 0 0.00 221 -16.60 0.0777
2018-11-14 2018-09-30 13F PALO ALTO NETWORKS cs 697435105 1,175 0 0.00 265 9.96 0.0580
2018-08-14 2018-06-30 13F PALO ALTO NETWORKS cs 697435105 1,175 -265 -18.40 241 -7.66 0.0541
2018-05-11 2018-03-31 13F PALO ALTO NETWORKS cs 697435105 1,440 -175 -10.84 261 11.54 0.0637
2018-02-14 2017-12-31 13F PALO ALTO NETWORKS cs 697435105 1,615 -450 -21.79 234 -21.48 0.0580
2017-11-14 2017-09-30 13F PALO ALTO NETWORKS cs 697435105 2,065 -258 -11.11 298 -4.18 0.0741
2017-08-04 2017-06-30 13F PALO ALTO NETWORKS cs 697435105 2,323 -82 -3.41 311 14.76 0.0824
2017-05-13 2017-03-31 13F PALO ALTO NETWORKS cs 697435105 2,405 200 9.07 271 -1.81 0.0736
2017-02-14 2016-12-31 13F PALO ALTO NETWORKS cs 697435105 2,205 -365 -14.20 276 -32.52 0.0819
2016-11-14 2016-09-30 13F PALO ALTO NETWORKS cs 697435105 2,570 70 2.80 409 33.22 0.1219
2016-08-12 2016-06-30 13F PALO ALTO NETWORKS cs 697435105 2,500 -10,575 -80.88 307 -85.61 0.0998
2016-05-13 2016-03-31 13F PALO ALTO NETWORKS cs 697435105 13,075 375 2.95 2,133 -4.65 0.8393
2016-02-09 2015-12-31 13F PALO ALTO NETWORKS cs 697435105 12,700 450 3.67 2,237 6.17 0.7973
2015-11-13 2015-09-30 13F PALO ALTO NETWORKS cs 697435105 12,250 12,250 0.00 2,107 0.7795
2015-02-12 2014-12-31 13F PALO ALTO NETWORKS cs 697435105 0 -100 -100.00 0 -100.00
2014-11-10 2014-09-30 13F PALO ALTO NETWORKS cs 697435105 100 0 0.00 10 25.00 0.0038
2014-08-11 2014-06-30 13F PALO ALTO NETWORKS cs 697435105 100 100 8 0.0031
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.