Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionGrandview Asset Management LLC
Latest Disclosed Ownership1,986 shares
Latest Disclosed Value $ 318,396
Grandview Asset Management LLC reports 2.37% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 7, 2026 - Grandview Asset Management LLC filed a 13F-HR form disclosing ownership of 1,986 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $318,396 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,940 shares of Palo Alto Networks, Inc.. This represents a change in shares of 2.37% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 1,986 46 2.37 318 -10.92 0.0932
2026-01-26 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 1,940 0 0.00 357 -9.62 0.0980
2025-10-22 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 1,940 0 0.00 395 0.1111
2025-07-17 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 1,940 0 0.00 0 0.1271
2025-04-21 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 1,940 0 0.00 0 0.1257
2025-01-13 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 1,940 1,940 0 0.1296
2024-07-16 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -970 -100.00 0 0.0000
2024-04-10 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 970 25 2.65 0 0.1253
2024-01-11 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 945 -200 -17.47 0 0.1465
2023-10-27 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 1,145 1,145 0 0.1538
2023-01-09 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 0 -1,255 -100.00 0 -100.00
2022-10-11 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 1,255 705 128.18 206 -24.26 0.1311
2022-07-11 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 550 -59 -9.69 272 -28.23 0.1522
2022-04-26 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 609 0 0.00 379 11.80 0.1603
2022-01-21 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 609 609 339 0.1363
2021-07-21 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -9 -100.00 0 -100.00
2021-05-06 2021-03-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 9 9 3 0.0016
2021-05-06 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 1 1 0 0.0000
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.