Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionSeacrest Wealth Management, Llc
Latest Disclosed Ownership8,135 shares
Latest Disclosed Value $ 1,304,203
Seacrest Wealth Management, Llc reports 4.88% decrease in ownership of PANW / Palo Alto Networks, Inc.

On April 15, 2026 - Seacrest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 8,135 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,304,203 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 8,552 shares of Palo Alto Networks, Inc.. This represents a change in shares of -4.88% 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)
2026-04-15 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 8,135 -417 -4.88 1,304 -21.35 0.1395
2026-01-12 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 8,552 -3 -0.04 1,658 -11.00 0.1678
2025-11-13 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 8,555 -353 -3.96 1,863 2.25 0.1966
2025-07-11 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 8,908 -4,525 -33.69 1,823 -20.51 0.1980
2025-04-11 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 13,433 -183 -1.34 2,292 -7.47 0.2595
2025-01-14 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 13,616 6,915 103.19 2,478 8.17 0.2605
2024-10-16 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 6,701 -48 -0.71 2,290 0.13 0.2467
2024-07-22 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 6,749 -975 -12.62 2,288 4.24 0.2604
2024-04-18 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 7,724 -51 -0.66 2,195 -0.23 0.2683
2024-01-18 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 7,775 914 13.32 2,200 36.75 0.2717
2023-10-12 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 6,861 -910 -11.71 1,608 -18.99 0.2090
2023-07-14 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 7,771 4,537 140.29 1,986 207.75 0.2507
2023-05-12 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 3,234 112 3.59 646 48.28 0.0875
2023-02-14 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 3,122 -141 -4.32 436 -18.54 0.0625
2022-11-15 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 3,263 -6 -0.18 534 -66.93 0.0810
2022-08-09 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 3,269 337 11.49 1,615 -11.51 0.2033
2022-05-16 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 2,932 748 34.25 1,825 50.08 0.2096
2022-02-11 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 2,184 458 26.54 1,216 47.04 0.1334
2021-11-16 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 1,726 -68 -3.79 827 24.17 0.0998
2021-08-12 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 1,794 -3 -0.17 666 15.03 0.0803
2021-05-17 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 1,797 184 11.41 579 1.05 0.0767
2021-02-09 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 1,613 -349 -17.79 573 19.38 0.0806
2020-11-12 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 1,962 518 35.87 480 44.58 0.0769
2020-07-27 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 1,444 185 14.69 332 61.17 0.0574
2020-05-13 2020-03-31 13F PALO ALTO NETWORKS COM 697435105 1,259 -27 -2.10 206 -30.64 0.0443
2020-01-22 2019-12-31 13F PALO ALTO NETWORKS COM 697435105 1,286 74 6.11 297 20.24 0.0498
2019-10-15 2019-09-30 13F PALO ALTO NETWORKS COM 697435105 1,212 -606 -33.33 247 -33.24 0.0462
2019-07-19 2019-06-30 13F PALO ALTO NETWORKS COM 697435105 1,818 -10 -0.55 370 -16.67 0.0753
2019-05-10 2019-03-31 13F PALO ALTO NETWORKS COM 697435105 1,828 1,229 205.18 444 292.92 0.0762
2019-02-13 2018-12-31 13F PALO ALTO NETWORKS COM 697435105 599 123 25.84 113 5.61 0.0233
2018-11-14 2018-09-30 13F PALO ALTO NETWORKS COM 697435105 476 -95 -16.64 107 -8.55 0.0181
2018-08-03 2018-06-30 13F PALO ALTO NETWORKS COM 697435105 571 -218 -27.63 117 -18.18 0.0211
2018-04-20 2018-03-31 13F PALO ALTO NETWORKS COM 697435105 789 -535 -40.41 143 -25.52 0.0262
2018-02-02 2017-12-31 13F PALO ALTO NETWORKS COM 697435105 1,324 1,324 192 0.0351
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.