Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionValues First Advisors, Inc.
Latest Disclosed Ownership4,136 shares
Latest Disclosed Value $ 663,156
Values First Advisors, Inc. reports 36.91% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 17, 2026 - Values First Advisors, Inc. filed a 13F-HR form disclosing ownership of 4,136 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $663,156 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 3,021 shares of Palo Alto Networks, Inc.. This represents a change in shares of 36.91% 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)
2026-04-17 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 4,136 1,115 36.91 663 19.24 0.3455
2026-01-30 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 3,021 415 15.92 556 4.91 0.2887
2025-10-21 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 2,606 767 41.71 531 40.96 0.2840
2025-07-29 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 1,839 372 25.36 376 50.40 0.2049
2025-04-30 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 1,467 -170 -10.38 251 -15.82 0.1463
2025-01-29 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 1,637 409 33.31 298 -29.12 0.1640
2024-10-23 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 1,228 213 20.99 420 21.80 0.2276
2024-07-19 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 1,015 -1,110 -52.24 344 -42.95 0.2062
2024-04-23 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 2,125 -3,026 -58.75 604 -60.28 0.3539
2024-01-18 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 5,151 -85 -1.62 1,519 23.72 0.9165
2023-11-08 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 5,236 -743 -12.43 1,228 -19.65 0.7931
2023-08-02 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 5,979 -2,348 -28.20 1,528 -8.18 0.9222
2023-05-15 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 8,327 1,918 29.93 1,663 86.02 1.0592
2023-01-20 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 6,409 -284 -4.24 894 -18.43 0.6240
2022-12-02 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 6,693 4,596 219.17 1,096 5.79 0.7876
2022-07-20 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 2,097 366 21.14 1,036 -3.90 0.7360
2022-05-03 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 1,731 -181 -9.47 1,078 1.22 0.6805
2022-03-10 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 1,912 -95 -4.73 1,065 10.82 0.6306
2022-11-15 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 2,007 72 3.72 961 33.84 0.6226
2022-11-15 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 1,935 229 13.42 718 30.78 0.4870
2022-11-15 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 1,706 -5 -0.29 549 -9.70 0.4053
2022-11-15 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 1,711 -186 -9.80 608 31.03 0.4845
2022-11-15 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 1,897 -149 -7.28 464 -1.28 0.4264
2022-11-15 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 2,046 -145 -6.62 470 -99.87 0.4654
2023-01-09 2020-03-31 13F PALO ALTO NETWORKS COM 697435105 2,191 164 8.09 359,281 76,505.76 0.4313
2022-11-15 2019-12-31 13F PALO ALTO NETWORKS COM 697435105 2,027 2,027 469 0.4527
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.