Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionSimon Quick Advisors, Llc
Latest Disclosed Ownership4,581 shares
Latest Disclosed Value $ 734,426
Simon Quick Advisors, Llc reports 8.71% decrease in ownership of PANW / Palo Alto Networks, Inc.

On May 6, 2026 - Simon Quick Advisors, Llc filed a 13F-HR form disclosing ownership of 4,581 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $734,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 5,018 shares of Palo Alto Networks, Inc.. This represents a change in shares of -8.71% 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)
2026-05-06 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 4,581 -437 -8.71 734 -20.56 0.0336
2026-01-29 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 5,018 -213 -4.07 924 -13.24 0.0403
2025-10-21 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 5,231 797 17.97 1,065 17.42 0.0482
2025-10-08 2025-06-30 13F/A-1 PALO ALTO NETWORKS COM 697435105 4,434 -3,049 -40.75 907 -28.92 0.0459
2025-08-04 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 8,393 910 1,718 0.0691
2025-04-15 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 7,483 1,048 16.29 1,277 9.06 0.0727
2025-01-17 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 6,435 3,337 107.71 1,171 10.59 0.0701
2024-10-15 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 3,098 409 15.21 1,059 16.14 0.0669
2024-08-02 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 2,689 323 13.65 912 35.57 0.0644
2024-04-19 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 2,366 89 3.91 672 0.15 0.0504
2024-01-16 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 2,277 107 4.93 671 32.09 0.0594
2023-10-24 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 2,170 -824 -27.52 509 -33.51 0.0480
2023-08-01 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 2,994 36 1.22 765 29.49 0.0706
2023-05-15 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 2,958 -337 -10.23 591 28.54 0.0641
2023-01-30 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 3,295 46 1.42 460 -13.72 0.0545
2022-11-07 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 3,249 2,219 215.44 532 3.10 0.0752
2022-08-08 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 1,030 39 3.94 516 -16.37 0.0676
2022-05-05 2022-03-31 13F Palo Alto Networks COM 697435105 991 11 1.12 617 13.00 0.1749
2022-02-08 2021-12-31 13F Palo Alto Networks COM 697435105 980 -6 -0.61 546 15.68 0.1460
2021-10-27 2021-09-30 13F Palo Alto Networks COM 697435105 986 106 12.05 472 44.79 0.1214
2021-07-21 2021-06-30 13F Palo Alto Networks COM 697435105 880 0 0.00 326 15.19 0.0863
2021-05-06 2021-03-31 13F Palo Alto Networks COM 697435105 880 0 0.00 283 -9.58 0.0833
2021-01-27 2020-12-31 13F Palo Alto Networks COM 697435105 880 -20 -2.22 313 42.27 0.0944
2020-10-26 2020-09-30 13F Palo Alto Networks COM 697435105 900 20 2.27 220 8.91 0.0626
2020-08-04 2020-06-30 13F Palo Alto Networks COM 697435105 880 0 0.00 202 40.28 0.0765
2020-04-09 2020-03-31 13F Palo Alto Networks COM 697435105 880 646 276.07 144 166.67 0.0534
2020-01-06 2019-12-31 13F Palo Alto Networks COM 697435105 234 230 5,750.00 54 0.0196
2019-08-05 2019-06-30 13F Palo Alto Networks COM 697435105 4 4 1 0.0004
2018-04-10 2017-12-31 13F/A-1 PALO ALTO NETWORKS INC COM USD00001 COM 697435105 0 -3 -100.00 0 0.0000
2017-11-06 2017-09-30 13F PALO ALTO NETWORKS INC COM USD00001 COM 697435105 3 0 0.00 0 0.0000
2017-08-11 2017-06-30 13F PALO ALTO NETWORKS INC COM COM 697435105 3 0 0.00 0 0.0000
2017-05-15 2017-03-31 13F/A-1 PALO ALTO NETWORKS INC COM COM 697435105 3 -302 -99.02 0 -100.00
2017-05-11 2017-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 3 -302 0
2017-01-24 2016-12-31 13F Palo Alto Networks COM 697435105 305 305 38 0.0284
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.