Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionOppenheimer & Co Inc
Latest Disclosed Ownership129,033 shares
Latest Disclosed Value $ 20,686,571
Oppenheimer & Co Inc reports 3.88% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 23, 2026 - Oppenheimer & Co Inc filed a 13F-HR form disclosing ownership of 129,033 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $20,686,571 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 124,216 shares of Palo Alto Networks, Inc.. This represents a change in shares of 3.88% 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)
2026-04-23 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 129,033 4,817 3.88 20,687 -9.59 0.2520
2026-02-02 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 124,216 4,756 3.98 22,881 -5.94 0.3249
2025-11-06 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 119,460 9,910 9.05 24,324 8.50 0.2967
2025-07-31 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 109,550 -14,974 -12.02 22,418 5.51 0.2965
2025-04-23 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 124,524 1,380 1.12 21,249 -5.17 0.3208
2025-02-05 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 123,144 67,394 120.89 22,407 17.59 0.3344
2024-11-05 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 55,750 -373 -0.66 19,055 0.15 0.2906
2024-08-08 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 56,123 -6,798 -10.80 19,026 6.43 0.3020
2024-05-07 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 62,921 11,855 23.22 17,878 18.72 0.2965
2024-02-13 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 51,066 6,447 14.45 15,058 43.96 0.2767
2023-11-08 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 44,619 1,362 3.15 10,460 -5.36 0.2159
2023-08-03 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 43,257 1,604 3.85 11,053 32.85 0.2211
2023-05-10 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 41,653 2,513 6.42 8,320 52.33 0.1764
2023-02-08 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 39,140 1,284 3.39 5,462 -11.93 0.1243
2022-11-14 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 37,856 26,131 222.87 6,201 7.08 0.1451
2022-08-08 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 11,725 -1,053 -8.24 5,791 -27.20 0.1247
2022-05-12 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 12,778 261 2.09 7,955 14.15 0.1434
2022-02-02 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 12,517 1,870 17.56 6,969 36.65 0.1218
2021-11-12 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 10,647 533 5.27 5,100 35.89 0.0955
2021-08-03 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 10,114 2,217 28.07 3,753 47.58 0.0673
2021-05-10 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 7,897 188 2.44 2,543 -7.19 0.0507
2021-02-11 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 7,709 90 1.18 2,740 46.92 0.0578
2020-11-13 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 7,619 -1,858 -19.61 1,865 -14.33 0.0467
2020-08-11 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 9,477 3,179 50.48 2,177 110.75 0.0563
2020-05-08 2020-03-31 13F PALO ALTO NETWORKS COM 697435105 6,298 -1,894 -23.12 1,033 -45.46 0.0314
2020-02-07 2019-12-31 13F PALO ALTO NETWORKS COM 697435105 8,192 -318 -3.74 1,894 9.16 0.0469
2019-10-31 2019-09-30 13F PALO ALTO NETWORKS COM 697435105 8,510 -1,385 -14.00 1,735 -13.90 0.0473
2019-08-09 2019-06-30 13F PALO ALTO NETWORKS COM 697435105 9,895 -2,563 -20.57 2,015 -33.41 0.0548
2019-04-24 2019-03-31 13F PALO ALTO NETWORKS COM 697435105 12,458 -1,400 -10.10 3,026 15.94 0.0808
2019-01-29 2018-12-31 13F PALO ALTO NETWORKS COM 697435105 13,858 1,349 10.78 2,610 -7.35 0.0816
2018-10-26 2018-09-30 13F PALO ALTO NETWORKS COM 697435105 12,509 710 6.02 2,817 16.21 0.0717
2018-08-10 2018-06-30 13F PALO ALTO NETWORKS COM 697435105 11,799 1,539 15.00 2,424 30.18 0.0658
2018-05-01 2018-03-31 13F PALO ALTO NETWORKS COM 697435105 10,260 -2,854 -21.76 1,862 -2.00 0.0478
2018-02-07 2017-12-31 13F PALO ALTO NETWORKS COM 697435105 13,114 3,642 38.45 1,900 39.19 0.0489
2017-11-09 2017-09-30 13F PALO ALTO NETWORKS COM 697435105 9,472 65 0.69 1,365 8.42 0.0365
2017-08-09 2017-06-30 13F PALO ALTO NETWORKS COM 697435105 9,407 -2,480 -20.86 1,259 -5.97 0.0347
2017-05-15 2017-03-31 13F PALO ALTO NETWORKS COM 697435105 11,887 -8,039 -40.34 1,339 -46.27 0.0379
2017-02-01 2016-12-31 13F PALO ALTO NETWORKS COM 697435105 19,926 -5,305 -21.03 2,492 -38.01 0.0725
2016-11-07 2016-09-30 13F PALO ALTO NETWORKS COM 697435105 25,231 2,022 8.71 4,020 41.25 0.1172
2016-08-08 2016-06-30 13F PALO ALTO NETWORKS COM 697435105 23,209 -2,260 -8.87 2,846 -31.50 0.0848
2016-04-26 2016-03-31 13F PALO ALTO NETWORKS COM 697435105 25,469 -10,322 -28.84 4,155 -34.09 0.1262
2016-02-03 2015-12-31 13F PALO ALTO NETWORKS COM 697435105 35,791 3,770 11.77 6,304 14.47 0.1876
2015-11-13 2015-09-30 13F PALO ALTO NETWORKS COM 697435105 32,021 17,241 116.65 5,507 113.28 0.1673
2015-08-12 2015-06-30 13F PALO ALTO NETWORKS COM 697435105 14,780 10,282 228.59 2,582 293.00 0.0718
2015-05-08 2015-03-31 13F PALO ALTO NETWORKS COM 697435105 4,498 -240 -5.07 657 13.08 0.0179
2015-02-10 2014-12-31 13F PALO ALTO NETWORKS COM 697435105 4,738 -3,094 -39.50 581 -24.35 0.0167
2014-11-12 2014-09-30 13F PALO ALTO NETWORKS COM 697435105 7,832 1,072 15.86 768 35.45 0.0228
2014-08-14 2014-06-30 13F PALO ALTO NETWORKS COM 697435105 6,760 -10,447 -60.71 567 -51.99 0.0171
2014-05-09 2014-03-31 13F PALO ALTO NETWORKS COM 697435105 17,207 17,207 1,181 0.0354
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.