Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionTrinity Legacy Partners, LLC
Latest Disclosed Ownership39,996 shares
Latest Disclosed Value $ 6,462,954
Trinity Legacy Partners, LLC reports 44.12% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 16, 2026 - Trinity Legacy Partners, LLC filed a 13F-HR form disclosing ownership of 39,996 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $6,462,954 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 27,751 shares of Palo Alto Networks, Inc.. This represents a change in shares of 44.12% 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)
2026-04-16 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 39,996 12,245 44.12 6,463 26.43 1.3993
2026-01-26 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 27,751 424 1.55 5,112 -15.07 1.1726
2025-11-04 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 27,327 488 1.82 6,018 16.45 1.3852
2025-07-21 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 26,839 94 0.35 5,169 0.64 1.2558
2025-05-14 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 26,745 73 0.27 5,135 5.81 1.2992
2025-02-03 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 26,672 13,819 107.52 4,853 1.00 1.2504
2024-10-31 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 12,853 -369 -2.79 4,806 7.21 1.2348
2024-08-14 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 13,222 372 2.89 4,482 22.76 1.2748
2024-04-24 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 12,850 3,809 42.13 3,651 36.95 1.0694
2024-02-14 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 9,041 257 2.93 2,666 29.48 0.8401
2023-10-11 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 8,784 8,784 2,059 0.7113
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.