Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionPrivate Trust Co Na
Latest Disclosed Ownership8,336 shares
Latest Disclosed Value $ 1,336,428
Private Trust Co Na reports 13.60% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 30, 2026 - Private Trust Co Na filed a 13F-HR form disclosing ownership of 8,336 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,336,428 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,338 shares of Palo Alto Networks, Inc.. This represents a change in shares of 13.60% 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)
2026-04-30 2026-03-31 13F Palo Alto Networks Com 697435105 8,336 998 13.60 1,336 -1.11 0.1193
2026-01-26 2025-12-31 13F Palo Alto Networks Com 697435105 7,338 -545 -6.91 1,352 -15.83 0.1184
2025-10-15 2025-09-30 13F Palo Alto Networks Com 697435105 7,883 -939 -10.64 1,605 -11.08 0.1416
2025-07-29 2025-06-30 13F Palo Alto Networks Com 697435105 8,822 217 2.52 1,805 22.96 0.1719
2025-04-28 2025-03-31 13F Palo Alto Networks Com 697435105 8,605 -127 -1.45 1,468 -7.56 0.1511
2025-02-05 2024-12-31 13F Palo Alto Networks Com 697435105 8,732 4,401 101.62 1,589 7.30 0.1631
2024-11-13 2024-09-30 13F Palo Alto Networks Com 697435105 4,331 -528 -10.87 1,480 -10.14 0.1492
2024-07-23 2024-06-30 13F Palo Alto Networks Com 697435105 4,859 -446 -8.41 1,647 9.29 0.1774
2024-04-24 2024-03-31 13F Palo Alto Networks Com 697435105 5,305 836 18.71 1,507 14.43 0.1628
2024-01-24 2023-12-31 13F Palo Alto Networks Com 697435105 4,469 -322 -6.72 1,318 17.28 0.1548
2023-10-18 2023-09-30 13F Palo Alto Networks Com 697435105 4,791 17 0.36 1,123 -7.88 0.1482
2023-07-28 2023-06-30 13F Palo Alto Networks Com 697435105 4,774 739 18.31 1,220 51.43 0.1538
2023-04-12 2023-03-31 13F Palo Alto Networks Com 697435105 4,035 664 19.70 806 0.1099
2023-01-18 2022-12-31 13F Palo Alto Networks Com 697435105 3,371 1,656 96.56 0 -100.00 0.0697
2022-10-17 2022-09-30 13F Palo Alto Networks Com 697435105 1,715 1,196 230.44 281 9.77 0.0456
2022-09-16 2022-06-30 13F/A-1 Palo Alto Networks Com 697435105 519 -224 -30.15 256 -44.71 0.0398
2022-07-13 2022-06-30 13F Palo Alto Networks Equities 697435105 743 0 463 0.0723
2022-04-12 2022-03-31 13F Palo Alto Networks Equities 697435105 743 55 7.99 463 20.89 0.0723
2022-01-10 2021-12-31 13F Palo Alto Networks Equities 697435105 688 32 4.88 383 21.97 0.0529
2021-10-06 2021-09-30 13F Palo Alto Networks Equities 697435105 656 101 18.20 314 52.43 0.0457
2021-07-07 2021-06-30 13F Palo Alto Networks Equities 697435105 555 555 206 0.0312
2021-04-06 2021-03-31 13F Palo Alto Networks Equities 697435105 0 -567 -100.00 0 -100.00
2021-01-05 2020-12-31 13F Palo Alto Networks Equities 697435105 567 567 201 0.0339
2015-01-28 2014-12-31 13F Palo Alto Networks Com 697435105 0 -116 -100.00 0 -100.00
2014-10-09 2014-09-30 13F Palo Alto Networks Com 697435105 116 0 0.00 11 10.00 0.0037
2014-07-22 2014-06-30 13F Palo Alto Networks Com 697435105 116 116 10 0.0033
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.