Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionAsio Capital, LLC
Latest Disclosed Ownership65,562 shares
Latest Disclosed Value $ 10,510,900
Asio Capital, LLC reports 13.18% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 15, 2026 - Asio Capital, LLC filed a 13F-HR form disclosing ownership of 65,562 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $10,510,900 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 57,927 shares of Palo Alto Networks, Inc.. This represents a change in shares of 13.18% 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)
2026-04-15 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 65,562 7,635 13.18 10,511 -1.50 1.4760
2026-01-21 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 57,927 1,646 2.92 10,670 -6.89 1.5054
2025-10-16 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 56,281 3,789 7.22 11,460 6.68 1.7157
2025-07-17 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 52,492 853 1.65 10,742 21.90 1.7896
2025-04-17 2025-03-31 13F PALO ALTO NETWORKS INC COM COM 697435105 51,639 592 1.16 8,812 -5.14 1.7030
2025-01-21 2024-12-31 13F PALO ALTO NETWORKS INC COM COM 697435105 51,047 25,295 98.23 9,289 5.52 1.7546
2024-10-10 2024-09-30 13F PALO ALTO NETWORKS INC COM COM 697435105 25,752 225 0.88 8,802 1.72 1.6709
2024-07-17 2024-06-30 13F PALO ALTO NETWORKS INC COM COM 697435105 25,527 67 0.26 8,654 19.63 1.7711
2024-04-16 2024-03-31 13F PALO ALTO NETWORKS INC COM COM 697435105 25,460 1,239 5.12 7,234 1.27 1.5356
2024-01-11 2023-12-31 13F PALO ALTO NETWORKS INC COM COM 697435105 24,221 137 0.57 7,142 26.50 1.6681
2023-10-31 2023-09-30 13F PALO ALTO NETWORKS INC COM PALO ALTO NETWORKS INC 697435105 24,084 857 3.69 5,646 -4.85 1.5038
2023-08-03 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 23,227 66 0.28 5,935 28.27 1.4560
2023-04-24 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 23,161 119 0.52 4,626 43.89 1.2015
2023-01-27 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 23,042 125 0.55 3,215 -14.36 0.9255
2022-10-27 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 22,917 15,475 207.94 3,754 2.12 1.1923
2022-08-04 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 7,442 42 0.57 3,676 -20.21 1.1597
2022-04-28 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 7,400 -4,023 -35.22 4,607 -27.56 1.2952
2022-02-14 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 11,423 32 0.28 6,360 16.57 1.9796
2021-11-01 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 11,391 179 1.60 5,456 31.15 1.8816
2021-07-30 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 11,212 360 3.32 4,160 19.03 1.4695
2021-05-05 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 10,852 164 1.53 3,495 -7.98 1.4459
2021-02-08 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 10,688 -185 -1.70 3,798 42.73 1.8245
2020-10-15 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 10,873 1,140 11.71 2,661 19.06 1.4588
2020-07-31 2020-06-30 13F PALO ALTO NETWORKS INC COM COM 697435105 9,733 1,272 15.03 2,235 61.14 1.4161
2020-10-15 2020-03-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 8,461 8,461 1,387 1.1834
2020-04-28 2020-03-31 13F PALO ALTO NETWORKS INC COM COM 697435105 8,461 1,387
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.