Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionCatalyst Capital Advisors LLC
Latest Disclosed Ownership1,667 shares
Latest Disclosed Value $ 267,254
Catalyst Capital Advisors LLC reports 33.25% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 6, 2026 - Catalyst Capital Advisors LLC filed a 13F-HR form disclosing ownership of 1,667 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $267,254 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,251 shares of Palo Alto Networks, Inc.. This represents a change in shares of 33.25% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 1,667 416 33.25 267 16.09 0.0050
2026-02-10 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 1,251 53 4.42 230 -5.35 0.0047
2025-11-12 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 1,198 -120 -9.10 244 -9.67 0.0049
2025-07-31 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 1,318 -239 -15.35 270 1.51 0.0054
2025-04-29 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 1,557 692 80.00 266 68.79 0.0054
2025-01-31 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 865 468 117.88 157 16.30 0.0034
2024-10-30 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 397 91 29.74 136 31.07 0.0031
2024-07-25 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 306 22 7.75 104 28.75 0.0024
2024-04-24 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 284 -3 -1.05 81 -4.76 0.0019
2024-02-14 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 287 61 26.99 85 61.54 0.0023
2023-11-09 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 226 59 35.33 53 23.81 0.0015
2023-08-08 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 167 -8 -4.57 43 23.53 0.0012
2023-05-12 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 175 -61 -25.85 35 6.25 0.0011
2023-02-13 2022-12-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 236 -2 -0.84 33 -17.95 0.0011
2023-02-07 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 236 -2 0 0.0011
2022-11-08 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 238 159 201.27 39 0.00 0.0015
2022-08-09 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 79 11 16.18 39 -7.14 0.0016
2022-05-10 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 68 6 9.68 42 20.00 0.0017
2022-02-10 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 62 33 113.79 35 150.00 0.0016
2021-11-09 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 29 29 14 0.0007
2020-05-12 2020-03-31 13F PALO ALTO NETWORKS COM 697435105 0 -8,850 -100.00 0 -100.00
2020-02-06 2019-12-31 13F PALO ALTO NETWORKS COM 697435105 8,850 -1,050 -10.61 2,047 1.44 0.0657
2019-11-05 2019-09-30 13F PALO ALTO NETWORKS COM 697435105 9,900 0 0.00 2,018 0.05 0.0678
2019-08-08 2019-06-30 13F PALO ALTO NETWORKS COM 697435105 9,900 6,750 214.29 2,017 163.66 0.0665
2019-05-08 2019-03-31 13F PALO ALTO NETWORKS COM 697435105 3,150 3,150 765 0.0267
2019-02-07 2018-12-31 13F PALO ALTO NETWORKS COM 697435105 0 -6,700 -100.00 0 -100.00
2018-11-08 2018-09-30 13F PALO ALTO NETWORKS COM 697435105 6,700 6,700 1,509 0.0495
2016-11-14 2016-09-30 13F/A-1 PALO ALTO NETWORKS COM 697435105 0 -11 -100.00 0 -100.00
2016-08-10 2016-06-30 13F PALO ALTO NETWORKS COM 697435105 11 0 0.00 1 -50.00 0.0002
2016-05-11 2016-03-31 13F PALO ALTO NETWORKS COM 697435105 11 0 0.00 2 0.00 0.0003
2016-02-10 2015-12-31 13F PALO ALTO NETWORKS COM 697435105 11 11 2 0.0003
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.