Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionCohen Klingenstein LLC
Latest Disclosed Ownership53,400 shares
Latest Disclosed Value $ 8,561,088
Cohen Klingenstein LLC ownership in PANW / Palo Alto Networks, Inc.

On April 15, 2026 - Cohen Klingenstein LLC filed a 13F-HR form disclosing ownership of 53,400 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $8,561,088 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 53,400 shares of Palo Alto Networks, Inc.. This represents a change in shares of 0.00% 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)
2026-04-15 2026-03-31 13F Palo Alto Networks COM 697435105 53,400 0 0.00 8,561 -12.96 0.2771
2026-01-20 2025-12-31 13F Palo Alto Networks COM 697435105 53,400 0 0.00 9,836 -9.54 0.2989
2025-10-16 2025-09-30 13F Palo Alto Networks COM 697435105 53,400 0 0.00 10,873 -0.49 0.3407
2025-07-18 2025-06-30 13F Palo Alto Networks COM 697435105 53,400 0 0.00 10,928 19.92 0.3646
2025-04-15 2025-03-31 13F Palo Alto Networks COM 697435105 53,400 0 0.00 9,112 -6.22 0.3302
2025-01-15 2024-12-31 13F Palo Alto Networks COM 697435105 53,400 8,100 17.88 9,717 -37.25 0.3324
2024-10-16 2024-09-30 13F Palo Alto Networks COM 697435105 45,300 0 0.00 15,484 0.82 0.5394
2024-07-15 2024-06-30 13F Palo Alto Networks COM 697435105 45,300 0 0.00 15,357 19.31 0.5574
2024-04-12 2024-03-31 13F Palo Alto Networks COM 697435105 45,300 0 0.00 12,871 -3.65 0.4791
2024-01-16 2023-12-31 13F Palo Alto Networks COM 697435105 45,300 0 0.00 13,358 25.78 0.5462
2023-10-13 2023-09-30 13F Palo Alto Networks COM 697435105 45,300 0 0.00 10,620 -8.24 0.4810
2023-07-14 2023-06-30 13F Palo Alto Networks COM 697435105 45,300 0 0.00 11,575 27.92 0.5014
2023-04-14 2023-03-31 13F Palo Alto Networks COM 697435105 45,300 0 0.00 9,048 43.14 0.4249
2023-01-13 2022-12-31 13F Palo Alto Networks COM 697435105 45,300 0 0.00 6,321 -14.81 0.3181
2022-10-12 2022-09-30 13F Palo Alto Networks COM 697435105 45,300 30,200 200.00 7,420 -0.51 0.3933
2022-07-15 2022-06-30 13F Palo Alto Networks COM 697435105 15,100 0 0.00 7,458 -20.66 0.3740
2022-04-14 2022-03-31 13F Palo Alto Networks COM 697435105 15,100 0 0.00 9,400 11.81 0.3903
2022-01-14 2021-12-31 13F Palo Alto Networks COM 697435105 15,100 -5,281 -25.91 8,407 -13.88 0.3325
2021-10-15 2021-09-30 13F Palo Alto Networks COM 697435105 20,381 -5,056 -19.88 9,762 3.43 0.4268
2021-07-16 2021-06-30 13F Palo Alto Networks COM 697435105 25,437 0 0.00 9,438 15.21 0.4057
2021-04-15 2021-03-31 13F Palo Alto Networks COM 697435105 25,437 0 0.00 8,192 -9.38 0.3779
2021-01-25 2020-12-31 13F/A-1 Palo Alto Networks COM 697435105 25,437 -13,500 -34.67 9,040 -5.14 0.4517
2021-01-19 2020-12-31 13F Palo Alto Networks COM 697435105 25,437 -13,500 9,040 451,469.9743
2020-10-19 2020-09-30 13F Palo Alto Networks COM 697435105 38,937 0 0.00 9,530 6.56 0.5370
2020-07-15 2020-06-30 13F Palo Alto Networks COM 697435105 38,937 0 0.00 8,943 40.08 0.5487
2020-04-15 2020-03-31 13F Palo Alto Networks COM 697435105 38,937 0 0.00 6,384 -29.10 0.4722
2020-01-15 2019-12-31 13F Palo Alto Networks COM 697435105 38,937 0 0.00 9,004 13.44 0.5230
2019-10-17 2019-09-30 13F Palo Alto Networks COM 697435105 38,937 8,900 29.63 7,937 29.69 0.4988
2019-07-15 2019-06-30 13F Palo Alto Networks COM 697435105 30,037 -9,050 -23.15 6,120 -35.53 0.4360
2019-04-16 2019-03-31 13F Palo Alto Networks COM 697435105 39,087 39,087 9,493 0.6618
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.