Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionBeacon Financial Group
Latest Disclosed Ownership2,111 shares
Latest Disclosed Value $ 338,436
Beacon Financial Group reports 77.69% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 30, 2026 - Beacon Financial Group filed a 13F-HR form disclosing ownership of 2,111 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $338,436 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 1, 2026 disclosing 1,188 shares of Palo Alto Networks, Inc.. This represents a change in shares of 77.69% 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)
2026-04-30 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 2,111 923 77.69 338 55.05 0.0338
2026-04-01 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 1,188 -501 -29.66 219 -36.44 0.0218
2025-10-08 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 1,689 -90 -5.06 344 -5.77 0.0338
2025-07-09 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 1,779 -3 -0.17 364 19.74 0.0379
2025-04-10 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 1,782 76 4.45 304 -1.94 0.0332
2025-01-29 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 1,706 849 99.07 310 6.16 0.0334
2024-11-12 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 857 158 22.60 293 23.73 0.0317
2024-08-06 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 699 -2,601 -78.82 237 2.61 0.0270
2014-04-23 2014-03-31 13F PALO ALTO NETWORKS COM 697435105 3,300 3,300 230 0.0473
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.