Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership9,969 shares
Latest Disclosed Value $ 1,598,231
Boston Private Wealth Llc reports 1.79% decrease in ownership of PANW / Palo Alto Networks, Inc.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 9,969 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,598,231 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 10,151 shares of Palo Alto Networks, Inc.. This represents a change in shares of -1.79% 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)
2026-04-17 2026-03-31 13F PALO ALTO NETWORKS INC COM USD COM 697435105 9,969 -182 -1.79 1,598 -14.50 0.1053
2026-02-04 2025-12-31 13F PALO ALTO NETWORKS INC COM USD COM 697435105 10,151 -1,370 -11.89 1,870 -20.30 0.1102
2025-11-06 2025-09-30 13F PALO ALTO NETWORKS INC COM USD COM 697435105 11,521 -1,541 -11.80 2,346 -12.27 0.1262
2025-08-14 2025-06-30 13F PALO ALTO NETWORKS INC COM USD COM 697435105 13,062 13,062 2,673 0.1432
2025-05-14 2025-03-31 13F PALO ALTO NETWORKS INC COM USD COM 697435105 0 -20,923 -100.00 0 -100.00
2025-02-05 2024-12-31 13F PALO ALTO NETWORKS INC COM USD COM 697435105 20,923 20,923 3,807 0.0711
2024-10-18 2024-09-30 13F PALO ALTO NETWORKS INC COM USD COM 697435105 0 -10,329 -100.00 0 -100.00
2024-08-06 2024-06-30 13F PALO ALTO NETWORKS INC COM USD COM 697435105 10,329 362 3.63 3,502 23.62 0.0867
2024-05-15 2024-03-31 13F PALO ALTO NETWORKS INC COM USD COM 697435105 9,967 1,332 15.43 2,832 11.23 0.0631
2024-01-30 2023-12-31 13F PALO ALTO NETWORKS INC COM USD COM 697435105 8,635 -554 -6.03 2,546 18.20 0.0619
2023-10-23 2023-09-30 13F PALO ALTO NETWORKS INC COM USD COM 697435105 9,189 258 2.89 2,154 -5.57 0.0473
2023-07-24 2023-06-30 13F PALO ALTO NETWORKS INC COM USD COM 697435105 8,931 -2,052 -18.68 2,282 4.01 0.0412
2023-05-12 2023-03-31 13F PALO ALTO NETWORKS INC COM USD COM 697435105 10,983 -3,858 -26.00 2,194 5.94 0.0307
2023-02-10 2022-12-31 13F Palo Alto Networks COM 697435105 14,841 -144 -0.96 2,071 -15.68 0.0280
2022-11-09 2022-09-30 13F Palo Alto Networks COM 697435105 14,985 10,477 232.41 2,455 10.24 0.0359
2022-08-16 2022-06-30 13F Palo Alto Networks COM 697435105 4,508 252 5.92 2,227 -15.93 0.0343
2022-05-13 2022-03-31 13F Palo Alto Networks COM 697435105 4,256 -5 -0.12 2,649 11.68 0.0355
2022-02-15 2021-12-31 13F Palo Alto Networks COM 697435105 4,261 -87 -2.00 2,372 13.87 0.0389
2021-11-09 2021-09-30 13F Palo Alto Networks COM 697435105 4,348 -209 -4.59 2,083 23.18 0.0268
2021-08-13 2021-06-30 13F Palo Alto Networks COM 697435105 4,557 -162 -3.43 1,691 11.25 0.0214
2021-05-11 2021-03-31 13F Palo Alto Networks COM 697435105 4,719 -294 -5.86 1,520 -14.70 0.0212
2021-02-10 2020-12-31 13F Palo Alto Networks COM 697435105 5,013 328 7.00 1,782 55.36 0.0262
2020-11-10 2020-09-30 13F Palo Alto Networks COM 697435105 4,685 1,011 27.52 1,147 35.90 0.0189
2020-08-05 2020-06-30 13F Palo Alto Networks COM 697435105 3,674 -612 -14.28 844 20.06 0.0157
2020-05-11 2020-03-31 13F Palo Alto Networks COM 697435105 4,286 -243 -5.37 703 -32.86 0.0171
2020-02-13 2019-12-31 13F Palo Alto Networks COM 697435105 4,529 -1,548 -25.47 1,047 -15.50 0.0191
2019-11-01 2019-09-30 13F Palo Alto Networks COM 697435105 6,077 -254 -4.01 1,239 -3.95 0.0247
2019-07-10 2019-06-30 13F Palo Alto Networks COM 697435105 6,331 -310 -4.67 1,290 -20.02 0.0433
2019-05-14 2019-03-31 13F Palo Alto Networks COM 697435105 6,641 -3,788 -36.32 1,613 -17.87 0.0637
2019-02-14 2018-12-31 13F Palo Alto Networks COM 697435105 10,429 -4,706 -31.09 1,964 -42.39 0.0838
2018-11-13 2018-09-30 13F Palo Alto Networks COM 697435105 15,135 -593 -3.77 3,409 5.48 0.1206
2018-08-14 2018-06-30 13F Palo Alto Networks COM 697435105 15,728 -724 -4.40 3,232 8.24 0.1239
2018-05-11 2018-03-31 13F Palo Alto Networks COM 697435105 16,452 4,227 34.58 2,986 68.51 0.1145
2018-02-13 2017-12-31 13F Palo Alto Networks COM 697435105 12,225 12,225 1,772 0.0667
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.