Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionClarius Group, LLC
Latest Disclosed Ownership5,573 shares
Latest Disclosed Value $ 1,026,547
Clarius Group, LLC reports 0.02% decrease in ownership of PANW / Palo Alto Networks, Inc.

On January 14, 2026 - Clarius Group, LLC filed a 13F-HR form disclosing ownership of 5,573 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,026,547 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 5,574 shares of Palo Alto Networks, Inc.. This represents a change in shares of -0.02% 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)
2026-01-14 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 5,573 -1 -0.02 1,027 -9.52 0.0586
2025-10-14 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 5,574 -6,387 -53.40 1,135 -53.66 0.0672
2025-07-22 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 11,961 -1 -0.01 2,448 19.89 0.1427
2025-04-18 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 11,962 -42 -0.35 2,041 -6.55 0.1282
2025-01-16 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 12,004 6,065 102.12 2,184 6.48 0.1492
2024-10-09 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 5,939 37 0.63 2,051 2.55 0.1439
2024-07-11 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 5,902 -18 -0.30 2,001 18.91 0.1418
2024-04-17 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 5,920 -1,264 -17.59 1,682 -20.59 0.1162
2024-01-29 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 7,184 5,751 401.33 2,118 532.24 0.1756
2023-10-19 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 1,433 368 34.55 336 23.16 0.0320
2023-08-10 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 1,065 11 1.04 272 29.52 0.0210
2023-04-17 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 1,054 1,054 211 0.0179
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.