Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership3,139 shares
Latest Disclosed Value $ 503,245
Evercore Wealth Management, LLC reports 3.05% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,139 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $503,245 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,046 shares of Palo Alto Networks, Inc.. This represents a change in shares of 3.05% 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)
2026-05-15 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 3,139 93 3.05 503 -10.34 0.0043
2026-02-17 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 3,046 -738 -19.50 561 -27.14 0.0082
2025-11-14 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 3,784 0 0.00 770 -0.52 0.0113
2025-08-14 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 3,784 0 0.00 774 20.00 0.0120
2025-05-15 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 3,784 -104 -2.67 646 -8.77 0.0104
2025-02-14 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 3,888 2,324 148.59 707 32.40 0.0106
2024-11-14 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 1,564 0 0.00 535 0.75 0.0080
2024-08-14 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 1,564 -9 -0.57 530 18.83 0.0083
2024-05-15 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 1,573 156 11.01 447 6.95 0.0070
2024-02-14 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 1,417 12 0.85 418 26.75 0.0070
2023-11-14 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 1,405 40 2.93 329 -5.46 0.0062
2023-08-04 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 1,365 0 0.00 349 27.94 0.0064
2023-05-15 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 1,365 1,365 273 0.0054
2023-02-14 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 0 -1,314 -100.00 0 -100.00
2022-11-14 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 1,314 876 200.00 215 -0.46 0.0048
2022-08-15 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 438 0 0.00 216 -20.88 0.0046
2022-05-16 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 438 -58 -11.69 273 -1.09 0.0048
2022-02-14 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 496 0 0.00 276 15.97 0.0045
2021-11-15 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 496 496 238 0.0043
2021-05-17 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 0 -717 -100.00 0 -100.00
2021-02-16 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 717 717 255 0.0055
2018-05-14 2018-03-31 13F PALO ALTO NETWORKS COM 697435105 0 -46 -100.00 0 -100.00
2018-02-13 2017-12-31 13F PALO ALTO NETWORKS COM 697435105 46 0 0.00 7 0.00 0.0003
2017-11-13 2017-09-30 13F PALO ALTO NETWORKS COM 697435105 46 46 7 0.0003
2017-08-11 2017-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -29 -100.00 0 -100.00
2017-05-12 2017-03-31 13F PALO ALTO NETWORKS COM 697435105 29 -320 -91.69 3 -93.18 0.0001
2017-02-08 2016-12-31 13F PALO ALTO NETWORKS COM 697435105 349 0 0.00 44 -21.43 0.0018
2016-11-10 2016-09-30 13F PALO ALTO NETWORKS COM 697435105 349 -119 -25.43 56 -3.45 0.0023
2016-09-20 2016-06-30 13F/A-1 PALO ALTO NETWORKS COM 697435105 468 439 1,513.79 58 1,060.00 0.0026
2016-08-01 2016-06-30 13F PALO ALTO NETWORKS COM 697435105 349 43
2016-05-02 2016-03-31 13F PALO ALTO NETWORKS COM 697435105 29 29 5 0.0002
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.