Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionYorktown Management & Research Co Inc
Latest Disclosed Ownership8,911 shares
Latest Disclosed Value $ 1,428,612
Yorktown Management & Research Co Inc ownership in PANW / Palo Alto Networks, Inc.

On April 20, 2026 - Yorktown Management & Research Co Inc filed a 13F-HR form disclosing ownership of 8,911 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,428,612 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2021 disclosing 0 shares of Palo Alto Networks, Inc..

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)
2026-04-20 2026-03-31 13F Palo Alto Networks COM 697435105 8,911 8,911 1,429 1.1950
2021-02-11 2020-12-31 13F Palo Alto Networks COM 697435105 0 -2,300 -100.00 0 -100.00
2020-11-06 2020-09-30 13F Palo Alto Networks COM 697435105 2,300 0 0.00 563 6.63 0.5261
2020-08-11 2020-06-30 13F Palo Alto Networks COM 697435105 2,300 0 0.00 528 40.05 0.4730
2020-04-29 2020-03-31 13F Palo Alto Networks COM 697435105 2,300 700 43.75 377 1.89 0.3812
2020-01-27 2019-12-31 13F Palo Alto Networks COM 697435105 1,600 0 0.00 370 13.50 0.1988
2019-11-01 2019-09-30 13F Palo Alto Networks COM 697435105 1,600 0 0.00 326 0.00 0.1755
2019-08-02 2019-06-30 13F Palo Alto Networks COM 697435105 1,600 0 0.00 326 -16.20 0.1231
2019-05-13 2019-03-31 13F Palo Alto Networks COM 697435105 1,600 0 0.00 389 29.24 0.1257
2019-02-08 2018-12-31 13F Palo Alto Networks COM 697435105 1,600 0 0.00 301 -16.39 0.0998
2018-11-08 2018-09-30 13F Palo Alto Networks COM 697435105 1,600 0 0.00 360 9.42 0.1054
2018-08-10 2018-06-30 13F Palo Alto Networks COM 697435105 1,600 0 0.00 329 13.45 0.0954
2018-05-11 2018-03-31 13F Palo Alto Networks COM 697435105 1,600 0 0.00 290 25.00 0.0859
2018-02-13 2017-12-31 13F Palo Alto Networks COM 697435105 1,600 0 0.00 232 0.43 0.0669
2017-11-08 2017-09-30 13F PALO ALTO NETWORKS COM 697435105 1,600 0 0.00 231 7.94 0.0605
2017-08-11 2017-06-30 13F PALO ALTO NETWORKS COM 697435105 1,600 1,600 214 0.0682
2017-05-04 2017-03-31 13F PALO ALTO NETWORKS COM 697435105 0 -1,600 -100.00 0 -100.00
2017-02-10 2016-12-31 13F PALO ALTO NETWORKS COM 697435105 1,600 0 0.00 200 -21.57 0.0507
2016-10-31 2016-09-30 13F PALO ALTO NETWORKS COM 697435105 1,600 1,600 0.00 255 0.0555
2016-08-12 2016-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -1,600 -100.00 0 -100.00
2016-05-05 2016-03-31 13F PALO ALTO NETWORKS COM 697435105 1,600 0 0.00 261 -7.45 0.0506
2016-01-27 2015-12-31 13F PALO ALTO NETWORKS COM 697435105 1,600 0 0.00 282 2.55 0.0499
2015-11-05 2015-09-30 13F PALO ALTO NETWORKS COM 697435105 1,600 0 0.00 275 -1.79 0.0455
2015-07-22 2015-06-30 13F PALO ALTO NETWORKS COM 697435105 1,600 0 0.00 280 19.66 0.0490
2015-04-23 2015-03-31 13F PALO ALTO NETWORKS COM 697435105 1,600 -1,400 -46.67 234 -36.41 0.0423
2015-02-05 2014-12-31 13F PALO ALTO NETWORKS COM 697435105 3,000 0 0.00 368 25.17 0.0769
2014-10-31 2014-09-30 13F PALO ALTO NETWORKS COM 697435105 3,000 -2,000 -40.00 294 -29.83 0.0564
2014-07-23 2014-06-30 13F PALO ALTO NETWORKS COM 697435105 5,000 0 0.00 419 22.16 0.0779
2014-05-06 2014-03-31 13F PALO ALTO NETWORKS COM 697435105 5,000 0 0.00 343 19.51 0.0653
2014-01-22 2013-12-31 13F PALO ALTO NETWORKS COM 697435105 5,000 5,000 287 0.0578
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.