Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionConcentrum Wealth Management
Latest Disclosed Ownership1,333 shares
Latest Disclosed Value $ 213,707
Concentrum Wealth Management reports 12.49% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 4, 2026 - Concentrum Wealth Management filed a 13F-HR form disclosing ownership of 1,333 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $213,707 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,185 shares of Palo Alto Networks, Inc.. This represents a change in shares of 12.49% 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)
2026-05-04 2026-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,333 148 12.49 214 -2.29 0.0631
2026-02-04 2025-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,185 35 3.04 218 -6.84 0.0610
2025-11-10 2025-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,150 -702 -37.90 234 -38.10 0.0676
2025-08-12 2025-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,852 -48 -2.53 379 16.67 0.1189
2025-05-07 2025-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,900 -546 -22.32 324 -27.19 0.1202
2025-02-13 2024-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,446 1,236 102.15 445 7.75 0.1565
2024-11-13 2024-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,210 1 0.08 414 0.98 0.1609
2024-08-13 2024-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,209 -34 -2.74 410 15.86 0.1724
2024-05-06 2024-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,243 400 47.45 353 42.34 0.1631
2024-02-13 2023-12-31 13F/A-1 PALO ALTO NETWORKS INC COM Stock 697435105 843 843 249 0.1298
2024-02-06 2023-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 843 843 249 0.1299
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.