Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership20,954 shares
Latest Disclosed Value $ 3,359,411
Mutual Advisors, LLC reports 32.03% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 20,954 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $3,359,411 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 15,871 shares of Palo Alto Networks, Inc.. This represents a change in shares of 32.03% 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)
2026-05-01 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 20,954 5,083 32.03 3,359 14.92 0.0719
2026-02-02 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 15,871 208 1.33 2,923 -13.19 0.0627
2025-11-04 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 15,663 213 1.38 3,368 7.23 0.0742
2025-07-28 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 15,450 375 2.49 3,141 16.38 0.0784
2025-04-28 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 15,075 206 1.39 2,698 2.43 0.0772
2025-01-17 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 14,869 7,240 94.90 2,634 -5.29 0.0762
2024-10-25 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 7,629 -175 -2.24 2,781 10.66 0.0813
2024-07-30 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 7,804 -947 -10.82 2,513 1.09 0.0759
2024-05-02 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 8,751 5,015 134.23 2,486 125.79 0.0797
2024-01-12 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 3,736 237 6.77 1,102 34.27 0.0383
2023-11-13 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 3,499 490 16.28 820 6.77 0.0320
2023-07-31 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 3,009 40 1.35 769 29.51 0.0292
2023-04-11 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 2,969 314 11.83 593 60.27 0.0243
2023-01-12 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 2,655 0 0.00 370 -14.94 0.0166
2022-11-03 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 2,655 1,006 61.01 435 -46.63 0.0224
2022-08-15 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 1,649 126 8.27 815 -14.03 0.0540
2022-05-09 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 1,523 -76 -4.75 948 6.52 0.0531
2022-02-14 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 1,599 60 3.90 890 20.76 0.0471
2021-11-15 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 1,539 9 0.59 737 29.75 0.0436
2021-08-12 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 1,530 79 5.44 568 21.63 0.0337
2021-05-13 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 1,451 2 0.14 467 -9.32 0.0319
2021-02-11 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 1,449 -541 -27.19 515 5.75 0.0383
2020-11-13 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 1,990 213 11.99 487 19.36 0.0422
2020-08-05 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 1,777 1,777 408 0.0401
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.