Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionConcord Wealth Partners
Latest Disclosed Ownership9,743 shares
Latest Disclosed Value $ 1,561,998
Concord Wealth Partners reports 11.40% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 1, 2026 - Concord Wealth Partners filed a 13F-HR form disclosing ownership of 9,743 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,561,998 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 8,746 shares of Palo Alto Networks, Inc.. This represents a change in shares of 11.40% 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)
2026-05-01 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 9,743 997 11.40 1,562 -3.10 0.2027
2026-01-29 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 8,746 593 7.27 1,611 -2.95 0.2093
2025-11-05 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 8,153 1,981 32.10 1,660 31.43 0.2291
2025-07-25 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 6,172 705 12.90 1,263 35.52 0.1841
2025-05-02 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 5,467 80 1.49 933 -4.90 0.1532
2025-01-24 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 5,387 2,956 121.60 980 18.07 0.1605
2024-10-24 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 2,431 129 5.60 831 6.41 0.1386
2024-07-31 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 2,302 273 13.45 780 35.42 0.1376
2024-04-30 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 2,029 230 12.78 576 8.68 0.1037
2024-04-30 2023-12-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 1,799 523 40.99 530 77.26 0.1062
2024-02-06 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 1,799 523 530 0.1062
2024-04-30 2023-09-30 13F/A-1 PALO ALTO NETWORKS COM 697435105 1,276 838 191.32 299 169.37 0.0636
2023-10-25 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 1,276 838 299 0.0636
2023-08-08 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 438 438 112 0.0241
2023-04-26 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 0 -426 -100.00 0 -100.00
2023-01-30 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 426 426 59 0.0179
2022-11-10 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 0 -162 -100.00 0 -100.00
2022-08-04 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 162 -310 -65.68 80 -72.79 0.0220
2022-04-20 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 472 30 6.79 294 19.51 0.0761
2022-01-21 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 442 365 474.03 246 564.86 0.0602
2021-11-09 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 77 -309 -80.05 37 -74.13 0.0152
2021-07-29 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 386 85 28.24 143 47.42 0.0410
2021-05-13 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 301 159 111.97 97 94.00 0.0327
2021-02-16 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 142 142 50 0.0386
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.