Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionNewman Dignan & Sheerar, Inc.
Latest Disclosed Ownership13,841 shares
Latest Disclosed Value $ 2,218,989
Newman Dignan & Sheerar, Inc. reports 0.82% decrease in ownership of PANW / Palo Alto Networks, Inc.

On April 13, 2026 - Newman Dignan & Sheerar, Inc. filed a 13F-HR form disclosing ownership of 13,841 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $2,218,989 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 13,955 shares of Palo Alto Networks, Inc.. This represents a change in shares of -0.82% 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)
2026-04-13 2026-03-31 13F Palo Alto Networks COM 697435105 13,841 -114 -0.82 2,219 -13.70 0.4671
2026-01-22 2025-12-31 13F Palo Alto Networks COM 697435105 13,955 160 1.16 2,571 -8.48 0.5357
2025-10-09 2025-09-30 13F Palo Alto Networks COM 697435105 13,795 -260 -1.85 2,809 -2.36 0.6066
2025-07-18 2025-06-30 13F Palo Alto Networks COM 697435105 14,055 -180 -1.26 2,876 18.40 0.6611
2025-05-14 2025-03-31 13F/A-1 Palo Alto Networks COM 697435105 14,235 125 0.89 2,429 -5.38 0.6630
2025-05-02 2025-03-31 13F Palo Alto Networks COM 697435105 14,110 0 2,567 0.6576
2025-01-30 2024-12-31 13F Palo Alto Networks COM 697435105 14,110 6,890 95.43 2,567 -1.87 0.6576
2024-11-12 2024-09-30 13F Palo Alto Networks COM 697435105 7,220 165 2.34 2,616 9.41 0.6266
2024-07-15 2024-06-30 13F Palo Alto Networks COM 697435105 7,055 -4 -0.06 2,392 19.25 0.6168
2024-04-29 2024-03-31 13F Palo Alto Networks COM 697435105 7,059 38 0.54 2,006 -3.14 0.5363
2024-02-09 2023-12-31 13F Palo Alto Networks COM 697435105 7,021 189 2.77 2,070 29.29 0.6251
2023-11-08 2023-09-30 13F Palo Alto Networks COM 697435105 6,832 -184 -2.62 1,602 -10.66 0.5256
2023-08-02 2023-06-30 13F Palo Alto Networks COM 697435105 7,016 0 0.00 1,793 27.91 0.5533
2023-04-28 2023-03-31 13F Palo Alto Networks COM 697435105 7,016 0 0.00 1,401 43.11 0.4499
2023-01-20 2022-12-31 13F Palo Alto Networks COM 697435105 7,016 227 3.34 979 -11.96 0.3243
2022-10-18 2022-09-30 13F Palo Alto Networks COM 697435105 6,789 4,526 200.00 1,112 -0.54 0.1742
2022-08-03 2022-06-30 13F Palo Alto Networks COM 697435105 2,263 41 1.85 1,118 -19.16 0.3814
2022-04-14 2022-03-31 13F Palo Alto Networks COM 697435105 2,222 -245 -9.93 1,383 0.66 0.2654
2022-01-18 2021-12-31 13F Palo Alto Networks COM 697435105 2,467 0 0.00 1,374 16.24 0.4165
2021-10-07 2021-09-30 13F Palo Alto Networks COM 697435105 2,467 0 0.00 1,182 29.18 0.3415
2021-07-28 2021-06-30 13F Palo Alto Networks COM 697435105 2,467 0 0.00 915 15.09 0.3084
2021-05-05 2021-03-31 13F Palo Alto Networks COM 697435105 2,467 0 0.00 795 -9.35 0.2882
2021-01-29 2020-12-31 13F Palo Alto Networks COM 697435105 2,467 0 0.00 877 45.20 0.1410
2020-10-14 2020-09-30 13F Palo Alto Networks COM 697435105 2,467 50 2.07 604 -0.82 0.2524
2020-08-06 2020-06-30 13F Palo Alto Networks COM 697435105 2,417 40 1.68 609 37.47 0.2629
2020-04-20 2020-03-31 13F Palo Alto Networks COM 697435105 2,377 -138 -5.49 443 -23.88 0.2319
2020-01-15 2019-12-31 13F Palo Alto Networks COM 697435105 2,515 -2 -0.08 582 13.45 0.0621
2019-10-21 2019-09-30 13F Palo Alto Networks COM 697435105 2,517 0 0.00 513 0.00 0.2417
2019-07-31 2019-06-30 13F Palo Alto Networks COM 697435105 2,517 -50 -1.95 513 -17.66 0.0137
2019-04-09 2019-03-31 13F Palo Alto Networks COM 697435105 2,567 110 4.48 623 34.56 0.2503
2019-01-23 2018-12-31 13F Palo Alto Networks COM 697435105 2,457 882 56.00 463 36.18 0.0392
2018-10-25 2018-09-30 13F Palo Alto Networks COM 697435105 1,575 -50 -3.08 340 1.80 0.1488
2018-07-06 2018-06-30 13F Palo Alto Networks COM 697435105 1,625 0 0.00 334 9.87 0.0223
2018-04-17 2018-03-31 13F Palo Alto Networks COM 697435105 1,625 -150 -8.45 304 18.29 0.1535
2018-01-29 2017-12-31 13F Palo Alto Networks COM 697435105 1,775 100 5.97 257 6.64 0.1286
2017-10-18 2017-09-30 13F Palo Alto Networks COM 697435105 1,675 1,675 241 0.1285
2017-01-27 2016-12-31 13F Palo Alto Networks COM 697435105 0 -1,775 -100.00 0 -100.00
2016-10-27 2016-09-30 13F Palo Alto Networks COM 697435105 1,775 -225 -11.25 283 15.51 0.1779
2016-07-08 2016-06-30 13F Palo Alto Networks COM 697435105 2,000 25 1.27 245 -23.91 0.1531
2016-04-11 2016-03-31 13F Palo Alto Networks Equities 697435105 1,975 -173 -8.05 322 -14.81 0.2343
2016-01-13 2015-12-31 13F Palo Alto Networks COM 697435105 2,148 -27 -1.24 378 1.07 0.2669
2015-10-23 2015-09-30 13F Palo Alto Networks COM 697435105 2,175 -450 -17.14 374 -18.52 0.2404
2015-07-15 2015-06-30 13F Palo Alto Networks COM 697435105 2,625 -50 -1.87 459 17.39 0.3305
2015-04-10 2015-03-31 13F Palo Alto Networks COM 697435105 2,675 2,675 0.00 391 0.2791
2015-01-28 2014-12-31 13F Palo Alto Networks COM 697435105 0 -3,350 -100.00 0 -100.00
2014-10-16 2014-09-30 13F Palo Alto Networks COM 697435105 3,350 -550 -14.10 329 0.61 0.2471
2014-07-22 2014-06-30 13F Palo Alto Networks COM 697435105 3,900 -50 -1.27 327 20.66 0.1862
2014-05-07 2014-03-31 13F Palo Alto Networks COM 697435105 3,950 -1,600 -28.83 271 -15.05 0.1929
2014-02-12 2013-12-31 13F Palo Alto Networks COM 697435105 5,550 -1,190 -17.66 319 3.24 0.0156
2013-10-24 2013-09-30 13F Palo Alto Networks COM 697435105 6,740 450 7.15 309 16.60 0.2402
2013-08-20 2013-06-30 13F Palo Alto Networks COM 697435105 6,290 6,290 265 0.0203
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.