Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionCapital Advisors, Ltd. LLC
Latest Disclosed Ownership235 shares
Latest Disclosed Value $ 38
Capital Advisors, Ltd. LLC reports 106.14% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 16, 2026 - Capital Advisors, Ltd. LLC filed a 13F-HR form disclosing ownership of 235 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $38 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 114 shares of Palo Alto Networks, Inc..

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)
2026-04-16 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 235 121 106.14 0 0.0043
2026-01-21 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 114 2 1.79 0 0.0024
2025-10-16 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 112 -6 -5.08 0 0.0026
2025-07-24 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 118 -34 -22.37 0 0.0030
2025-04-15 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 152 -4 -2.56 0 0.0034
2025-02-04 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 156 79 102.60 0 0.0035
2024-10-24 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 77 41 113.89 0 0.0032
2024-07-25 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 36 30 500.00 0 0.0016
2024-04-18 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 6 6 0 0.0003
2023-07-26 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -14 -100.00 0 0.0000
2023-05-03 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 14 -26 -65.00 0 0.0005
2023-02-07 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 40 16 66.67 0 -100.00 0.0010
2022-11-09 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 24 20 500.00 4 100.00 0.0008
2022-08-05 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 4 3 300.00 2 100.00 0.0004
2022-05-09 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 1 -1 -50.00 1 0.00 0.0002
2022-02-08 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 2 2 1 0.0002
2021-08-10 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -28 -100.00 0 -100.00
2021-05-13 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 28 28 9 0.0017
2020-05-08 2020-03-31 13F PALO ALTO NETWORKS INC COM COM 697435105 0 -240 -100.00 0 -100.00
2020-02-03 2019-12-31 13F PALO ALTO NETWORKS INC COM COM 697435105 240 240 56 0.0143
2019-07-31 2019-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -200 -100.00 0 -100.00
2019-05-01 2019-03-31 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 49 28.95 0.0133
2019-01-29 2018-12-31 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 38 -15.56 0.0112
2018-10-24 2018-09-30 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 45 9.76 0.0127
2018-07-20 2018-06-30 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 41 13.89 0.0128
2018-04-23 2018-03-31 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 36 24.14 0.0117
2018-01-16 2017-12-31 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 29 0.00 0.0096
2017-10-25 2017-09-30 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 29 7.41 0.0102
2017-07-26 2017-06-30 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 27 17.39 0.0099
2017-04-19 2017-03-31 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 23 -8.00 0.0089
2017-01-20 2016-12-31 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 25 -21.87 0.0103
2016-10-14 2016-09-30 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 32 28.00 0.0141
2016-07-13 2016-06-30 13F PALO ALTO NETWORKS COM 697435105 200 0 0.00 25 -24.24 0.0117
2016-04-15 2016-03-31 13F PALO ALTO NETWORKS COM 697435105 200 200 33 0.0164
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.