Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionSather Financial Group Inc
Latest Disclosed Ownership1,518 shares
Latest Disclosed Value $ 243,366
Sather Financial Group Inc reports 15.48% decrease in ownership of PANW / Palo Alto Networks, Inc.

On April 29, 2026 - Sather Financial Group Inc filed a 13F-HR form disclosing ownership of 1,518 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $243,366 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,796 shares of Palo Alto Networks, Inc.. This represents a change in shares of -15.48% 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)
2026-04-29 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 1,518 -278 -15.48 243 -26.36 0.0131
2026-01-26 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 1,796 -116 -6.07 331 -15.17 0.0178
2025-10-22 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 1,912 116 6.46 389 5.99 0.0212
2025-07-25 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 1,796 0 0.00 368 19.93 0.0216
2025-05-07 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 1,796 266 17.39 306 10.07 0.0200
2025-01-29 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 1,530 626 69.25 278 -9.74 0.0174
2024-11-06 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 904 0 0.00 309 0.65 0.0199
2024-07-24 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 904 -332 -26.86 306 -12.82 0.0212
2024-05-07 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 1,236 0 0.00 351 -3.57 0.0252
2024-01-26 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 1,236 6 0.49 364 26.39 0.0270
2023-10-19 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 1,230 179 17.03 288 7.46 0.0240
2023-07-20 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 1,051 0 0.00 269 28.23 0.0215
2023-04-18 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 1,051 1,051 210 0.0182
2023-01-20 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 0 -1,341 -100.00 0 -100.00
2022-10-21 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 1,341 1,341 220 0.0242
2022-07-20 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -400 -100.00 0 -100.00
2022-04-29 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 400 400 249 0.0215
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.