Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionNorthRock Partners, LLC
Latest Disclosed Ownership4,932 shares
Latest Disclosed Value $ 790,698
NorthRock Partners, LLC reports 20.38% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 15, 2026 - NorthRock Partners, LLC filed a 13F-HR form disclosing ownership of 4,932 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $790,698 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,097 shares of Palo Alto Networks, Inc.. This represents a change in shares of 20.38% 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)
2026-05-15 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 4,932 835 20.38 791 4.77 0.0127
2026-02-17 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 4,097 -7,229 -63.83 755 -67.30 0.0127
2025-11-14 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 11,326 440 4.04 2,306 3.55 0.0416
2025-11-14 2025-06-30 13F/A-1 PALO ALTO NETWORKS COM 697435105 10,886 908 9.10 2,228 30.85 0.0580
2025-07-25 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 10,886 908 2,228 0.0576
2025-05-08 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 9,978 646 6.92 1,703 0.24 0.0571
2025-04-22 2024-12-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 9,332 4,794 105.64 1,698 11.13 0.0553
2025-02-14 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 9,401 4,863 1,711 0.0559
2025-04-22 2024-09-30 13F/A-1 PALO ALTO NETWORKS COM 697435105 4,538 642 16.48 1,528 17.45 0.0502
2024-10-30 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 1,824 -2,072 624 0.0551
2025-04-22 2024-06-30 13F/A-1 PALO ALTO NETWORKS COM 697435105 3,896 729 23.02 1,302 44.88 0.0489
2024-08-06 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 1,542 -1,625 523 0.0468
2025-04-22 2024-03-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 3,167 68 2.19 898 -1.54 0.0345
2024-05-07 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 1,399 -1,700 397 0.0336
2025-04-22 2023-12-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 3,099 2,019 186.94 912 260.47 0.0382
2024-02-08 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 1,283 203 378 0.0353
2023-10-24 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 1,080 218 25.29 253 15.00 0.0264
2023-08-02 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 862 -189 -17.98 220 5.26 0.0241
2023-05-04 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 1,051 1,051 210 0.0223
2023-02-01 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 0 -1,632 -100.00 0 -100.00
2022-11-02 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 1,632 1,174 256.33 267 18.14 0.0310
2022-08-04 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 458 63 15.95 226 -8.13 0.0235
2022-05-05 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 395 -334 -45.82 246 -39.41 0.0221
2022-02-07 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 729 729 406 0.0304
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.