Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionGlobal Financial Private Client, LLC
Latest Disclosed Ownership7,925 shares
Latest Disclosed Value $ 1,270,536
Global Financial Private Client, LLC reports 38.65% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 20, 2026 - Global Financial Private Client, LLC filed a 13F-HR form disclosing ownership of 7,925 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,270,536 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 5,716 shares of Palo Alto Networks, Inc.. This represents a change in shares of 38.65% 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)
2026-04-20 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 7,925 2,209 38.65 1,271 20.72 0.3294
2026-01-27 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 5,716 70 1.24 1,053 -8.44 0.3690
2025-10-21 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 5,646 59 1.06 1,150 0.52 0.4096
2025-07-10 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 5,587 1,178 26.72 1,143 51.99 0.4287
2025-04-08 2025-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 4,409 59 1.36 752 -4.93 0.2874
2025-01-14 2024-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 4,350 2,174 99.91 792 6.46 0.2968
2024-10-07 2024-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,176 -228 -9.48 744 -8.72 0.2900
2024-07-29 2024-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,404 45 1.91 815 23.52 0.3408
2024-05-16 2024-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,359 403 20.60 659 14.41 0.2834
2024-05-16 2023-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,956 137 7.53 577 33.95 0.2699
2024-05-16 2023-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,819 -3 -0.16 431 -7.13 0.2225
2024-05-16 2023-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,822 -385 -17.44 464 6.93 0.2282
2024-05-16 2023-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,207 -46 -2.04 433 37.90 0.2234
2024-05-16 2022-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,253 2,223 7,410.00 314 6,180.00 0.1760
2024-05-16 2022-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 30 20 200.00 5 0.00 0.0029
2024-05-16 2022-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 10 0 0.00 5 -16.67 0.0029
2024-05-16 2022-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 10 0 0.00 6 20.00 0.0030
2024-05-16 2021-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 10 0 0.00 6 25.00 0.0027
2024-05-16 2021-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 10 0 0.00 5 33.33 0.0025
2024-05-16 2021-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 10 0 0.00 4 0.00 0.0021
2024-05-16 2021-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 10 -1 -9.09 3 -25.00 0.0024
2024-05-16 2020-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 11 -44 -80.00 4 -69.23 0.0032
2024-05-16 2020-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 55 -3 -5.17 14 0.00 0.0120
2024-05-16 2020-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 58 0 0.00 13 44.44 0.0116
2024-05-15 2020-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 58 -684 -92.18 10 -94.74 0.0101
2024-05-15 2019-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 742 742 172 0.1439
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.