Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership22,518 shares
Latest Disclosed Value $ 4,147,816
Global Retirement Partners, LLC reports 14.28% decrease in ownership of PANW / Palo Alto Networks, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 22,518 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $4,147,816 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 26,269 shares of Palo Alto Networks, Inc.. This represents a change in shares of -14.28% 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)
2026-02-06 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 22,518 -3,751 -14.28 4,148 -22.46 0.0736
2025-10-21 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 26,269 9,238 54.24 5,349 53.46 0.1197
2025-08-12 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 17,031 9,691 132.03 3,485 161.05 0.0864
2025-01-31 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 7,340 3,579 95.16 1,336 3.89 0.0383
2024-10-16 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 3,761 -356 -8.65 1,286 -7.89 0.0388
2024-07-23 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 4,117 343 9.09 1,396 30.13 0.0437
2024-04-23 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 3,774 1,356 56.08 1,072 33.67 0.0400
2024-01-18 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 2,418 124 5.41 803 47.97 0.0336
2023-10-13 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 2,294 318 16.09 542 7.54 0.0273
2023-07-20 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 1,976 27 1.39 505 45.66 0.0247
2023-05-08 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 1,949 521 36.48 346 73.87 0.0184
2023-02-13 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 1,428 -204 -12.50 199 -28.93 0.0137
2022-11-03 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 1,632 1,194 272.60 280 29.63 0.0212
2022-07-15 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 438 -7 -1.57 216 1.89 0.0173
2022-07-14 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 445 445 212 0.0167
2022-01-21 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 0 -491 -100.00 0 -100.00
2021-10-22 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 491 70 16.63 235 50.64 0.0232
2021-07-15 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 421 150 55.35 156 79.31 0.0160
2021-04-14 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 271 -97 -26.36 87 -33.59 0.0102
2021-01-13 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 368 12 3.37 131 50.57 0.0164
2020-10-09 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 356 0 0.00 87 6.10 0.0127
2020-07-13 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 356 8 2.30 82 43.86 0.0131
2020-04-28 2020-03-31 13F PALO ALTO NETWORKS COM 697435105 348 135 63.38 57 16.33 0.0108
2020-01-23 2019-12-31 13F PALO ALTO NETWORKS COM 697435105 213 0 0.00 49 13.95 0.0075
2019-11-19 2019-09-30 13F PALO ALTO NETWORKS COM 697435105 213 13 6.50 43 4.88 0.0071
2019-11-19 2019-06-30 13F PALO ALTO NETWORKS COM 697435105 200 100 100.00 41 70.83 0.0079
2019-05-07 2019-03-31 13F PALO ALTO NETWORKS COM 697435105 100 100 24 0.0058
2019-02-22 2018-12-31 13F PALO ALTO NETWORKS COM 697435105 0 -105 -100.00 0 -100.00
2018-10-17 2018-09-30 13F PALO ALTO NETWORKS COM 697435105 105 100 2,000.00 24 2,300.00 0.0054
2018-08-13 2018-06-30 13F PALO ALTO NETWORKS COM 697435105 5 0 0.00 1 0.00 0.0003
2018-08-10 2018-03-31 13F PALO ALTO NETWORKS COM 697435105 5 -102 -95.33 1 -93.75 0.0003
2018-08-13 2017-12-31 13F PALO ALTO NETWORKS COM 697435105 107 107 16 0.0044
2018-08-10 2017-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -63 -100.00 0 -100.00
2018-08-10 2017-03-31 13F PALO ALTO NETWORKS COM 697435105 63 -44 -41.12 7 -46.15 0.0039
2018-08-10 2016-12-31 13F PALO ALTO NETWORKS COM 697435105 107 107 13 0.0087
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.