Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionJeppson Wealth Management, Llc
Latest Disclosed Ownership12,441 shares
Latest Disclosed Value $ 1,994,541
Jeppson Wealth Management, Llc reports 7.16% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 14, 2026 - Jeppson Wealth Management, Llc filed a 13F-HR form disclosing ownership of 12,441 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,994,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 11,610 shares of Palo Alto Networks, Inc.. This represents a change in shares of 7.16% 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)
2026-04-14 2026-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 12,441 831 7.16 1,995 -6.74 0.6253
2026-01-27 2025-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 11,610 -21 -0.18 2,139 -9.71 0.6771
2025-10-15 2025-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 11,631 17 0.15 2,368 -0.34 0.7554
2025-07-15 2025-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 11,614 -145 -1.23 2,377 18.44 0.8221
2025-04-24 2025-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 11,759 -143 -1.20 2,007 -7.34 0.7346
2025-01-22 2024-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 11,902 5,880 97.64 2,166 5.20 0.7856
2024-11-05 2024-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 6,022 -18 -0.30 2,058 0.54 0.7373
2024-08-05 2024-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 6,040 81 1.36 2,048 20.91 0.7811
2024-04-17 2024-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 5,959 120 2.06 1,693 -1.63 0.6569
2024-01-11 2023-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 5,839 -38 -0.65 1,722 24.98 0.7130
2023-10-25 2023-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 5,877 11 0.19 1,378 -8.08 0.6315
2023-07-31 2023-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 5,866 -101 -1.69 1,499 25.78 0.6522
2023-04-28 2023-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 5,967 41 0.69 1,192 44.19 0.5189
2023-01-27 2022-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 5,926 167 2.90 827 -12.41 0.3478
2022-10-20 2022-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 5,759 3,754 187.23 943 -4.75 0.4275
2022-08-03 2022-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,005 -4 -0.20 990 -20.80 0.4258
2022-04-27 2022-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,009 -2 -0.10 1,250 11.61 0.5833
2022-01-19 2021-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,011 -35 -1.71 1,120 14.29 0.5403
2021-11-17 2021-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,046 -26 -1.25 980 27.60 0.5108
2021-07-20 2021-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,072 0 0.00 768 15.14 0.4188
2021-05-19 2021-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,072 -32 -1.52 667 -10.83 0.3966
2021-03-05 2020-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,104 27 1.30 748 47.24 0.4973
2020-11-19 2020-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,077 2,077 508 0.3980
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.