Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership5,479 shares
Latest Disclosed Value $ 878,393
Creative Financial Designs Inc /adv reports 1.13% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 5,479 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $878,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,418 shares of Palo Alto Networks, Inc.. This represents a change in shares of 1.13% 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)
2026-04-13 2026-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 5,479 61 1.13 878 -11.94 0.0534
2026-02-06 2025-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 5,418 732 15.62 998 4.51 0.0629
2025-11-12 2025-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 4,686 817 21.12 954 20.61 0.0641
2025-08-04 2025-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 3,869 291 8.13 792 29.67 0.0570
2025-04-23 2025-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 3,578 364 11.33 611 4.45 0.0487
2025-02-10 2024-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 3,214 1,690 110.89 585 12.31 0.0475
2024-10-28 2024-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,524 0 0.00 521 0.78 0.0439
2024-08-06 2024-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,524 0 0.00 517 19.17 0.0460
2024-05-01 2024-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,524 104 7.32 433 3.59 0.0410
2024-01-10 2023-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,420 -399 -21.94 419 -1.88 0.0425
2023-11-14 2023-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,819 60 3.41 426 -5.12 0.0497
2023-07-26 2023-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,759 650 58.61 449 103.17 0.0529
2023-04-25 2023-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,109 50 4.72 222 50.34 0.0290
2023-02-01 2022-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,059 0 0.00 148 -15.03 0.0218
2022-11-01 2022-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,059 756 249.50 173 15.33 0.0283
2022-08-01 2022-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 303 0 0.00 150 -20.63 0.0246
2022-04-15 2022-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 303 0 0.00 189 11.83 0.0288
2022-01-26 2021-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 303 0 0.00 169 16.55 0.0255
2021-10-08 2021-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 303 3 1.00 145 30.63 0.0240
2021-07-27 2021-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 300 0 0.00 111 14.43 0.0193
2021-04-19 2021-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 300 0 0.00 97 -9.35 0.0190
2021-01-08 2020-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 300 0 0.00 107 46.58 0.0229
2020-10-06 2020-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 300 0 0.00 73 5.80 0.0180
2020-07-23 2020-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 300 200 200.00 69 331.25 0.0209
2020-04-22 2020-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 100 100 16 0.0082
2018-05-02 2017-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 0 -500 -100.00 0 -100.00
2018-03-14 2016-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 500 500 63 0.0514
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.