Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionValley Brook Capital Group, Inc.
Latest Disclosed Ownership4,477 shares
Latest Disclosed Value $ 717,752
Valley Brook Capital Group, Inc. reports 6.47% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 8, 2026 - Valley Brook Capital Group, Inc. filed a 13F-HR form disclosing ownership of 4,477 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $717,752 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,205 shares of Palo Alto Networks, Inc.. This represents a change in shares of 6.47% 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)
2026-05-08 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 4,477 272 6.47 718 -7.36 0.4812
2026-01-23 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 4,205 462 12.34 775 1.57 0.5125
2025-11-04 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 3,743 1,395 59.41 762 58.75 0.5124
2025-07-25 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 2,348 -50 -2.09 480 17.36 0.3597
2025-05-13 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 2,398 708 41.89 409 33.22 0.3212
2025-01-29 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 1,690 855 102.40 308 7.72 0.2297
2024-10-31 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 835 835 285 0.2050
2021-07-22 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -135 -100.00 0 -100.00
2021-05-06 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 135 0 0.00 43 -8.51 0.0389
2021-03-19 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 135 135 47 0.0465
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.