Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionSmartleaf Asset Management LLC
Latest Disclosed Ownership7,664 shares
Latest Disclosed Value $ 1,182,985
Smartleaf Asset Management LLC reports 16.60% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 15, 2026 - Smartleaf Asset Management LLC filed a 13F-HR form disclosing ownership of 7,664 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,182,985 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,573 shares of Palo Alto Networks, Inc.. This represents a change in shares of 16.60% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 7,664 1,091 16.60 1,183 -3.75 0.0427
2026-02-13 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 6,573 1,213 22.63 1,228 12.35 0.0465
2025-11-05 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 5,360 2,246 72.13 1,093 75.16 0.0676
2025-08-14 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 3,114 -1,006 -24.42 625 -12.24 0.0550
2025-05-14 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 4,120 -209 -4.83 712 -10.79 0.0687
2025-02-05 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 4,329 2,854 193.49 797 61.01 0.0813
2024-11-13 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 1,475 1,089 282.12 495 277.86 0.0601
2024-10-08 2024-06-30 13F/A-1 PALO ALTO NETWORKS COM 697435105 386 240 164.38 132 219.51 0.0216
2024-08-13 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 386 240 132 0.0216
2024-10-07 2024-03-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 146 -57 -28.08 41 -30.51 0.0080
2024-05-03 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 146 -57 31 0.0075
2024-02-12 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 203 203 60 0.0161
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.