Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionPFG Advisors
Latest Disclosed Ownership6,890 shares
Latest Disclosed Value $ 1,104,605
PFG Advisors reports 4.39% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 5, 2026 - PFG Advisors filed a 13F-HR form disclosing ownership of 6,890 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,104,605 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 6,600 shares of Palo Alto Networks, Inc.. This represents a change in shares of 4.39% 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)
2026-05-05 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 6,890 290 4.39 1,105 -9.14 0.0538
2026-01-27 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 6,600 303 4.81 1,216 -5.23 0.0590
2025-11-13 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 6,297 204 3.35 1,282 2.89 0.0525
2025-08-07 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 6,093 489 8.73 1,247 30.33 0.0576
2025-05-06 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 5,604 183 3.38 956 -3.04 0.0534
2025-02-07 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 5,421 2,541 88.23 986 0.20 0.0604
2024-10-15 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 2,880 -569 -16.50 984 -15.83 0.0621
2024-08-08 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 3,449 9 0.26 1,169 19.65 0.0790
2024-05-07 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 3,440 470 15.82 977 11.66 0.0714
2024-01-19 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 2,970 -17 -0.57 876 25.00 0.0707
2023-10-13 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 2,987 49 1.67 700 -6.67 0.0629
2023-07-20 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 2,938 12 0.41 751 28.42 0.0572
2023-04-21 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 2,926 96 3.39 584 48.22 0.0489
2023-01-30 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 2,830 1,054 59.35 395 35.40 0.0387
2022-10-14 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 1,776 1,313 283.59 291 27.07 0.0333
2022-07-13 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 463 -136 -22.70 229 -38.61 0.0259
2022-04-19 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 599 42 7.54 373 20.32 0.0372
2022-01-21 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 557 0 0.00 310 16.10 0.0305
2021-11-05 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 557 0 0.00 267 28.99 0.0295
2021-07-28 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 557 557 207 0.0237
2021-04-27 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 0 -619 -100.00 0 -100.00
2021-01-26 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 619 619 220 0.0372
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.