Palo Alto Networks, Inc.
US ˙ NasdaqGS ˙ US6974351057

SecurityPANW / Palo Alto Networks, Inc.
InstitutionRMR Wealth Builders
Latest Disclosed Ownership19,472 shares
Latest Disclosed Value $ 3,121,671
RMR Wealth Builders reports 31.31% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 19,472 shares of Palo Alto Networks, Inc. (US:PANW) valued at $3,121,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 14,829 shares of Palo Alto Networks, Inc.. This represents a change in shares of 31.31% during the quarter. The current value of the position is $5,460,533 USD.

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)
2026-04-22 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 19,472 4,643 31.31 3,122 14.28 0.2458
2026-01-29 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 14,829 2,495 20.23 2,731 8.76 0.2185
2025-11-05 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 12,334 8,159 195.43 2,511 194.03 0.2102
2025-07-08 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 4,175 -71 -1.67 854 17.96 0.0777
2025-04-16 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 4,246 78 1.87 725 -4.49 0.0763
2025-01-14 2024-12-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 4,168 2,056 97.35 758 5.13 0.0784
2025-01-10 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 4,168 2,056 758 0.0789
2024-10-21 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 2,112 131 6.61 722 7.45 0.0765
2024-07-23 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 1,981 -640 -24.42 672 -9.81 0.0771
2024-04-15 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 2,621 409 18.49 745 14.11 0.0901
2024-02-06 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 2,212 134 6.45 652 33.88 0.0916
2023-10-23 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 2,078 35 1.71 487 -6.70 0.0778
2023-07-21 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 2,043 14 0.69 522 28.89 0.0888
2023-04-11 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 2,029 112 5.84 405 51.69 0.0771
2023-02-15 2022-12-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 1,917 27 1.43 267 -13.87 0.0606
2022-11-08 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 1,890 1,192 170.77 310 -10.14 0.0758
2022-08-02 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 698 -1 -0.14 345 -20.69 0.0860
2022-05-13 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 699 699 435 0.0933
2022-02-02 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 0 -697 -100.00 0 -100.00
2021-10-18 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 697 -25 -3.46 334 24.63 0.0981
2021-08-16 2021-06-30 13F PALO ALTO NETWORKS INC COM Common Stock 697435105 722 42 6.18 268 22.37 0.0879
2021-05-13 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 680 0 0.00 219 -9.50 0.0569
2021-02-26 2020-12-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 680 680 242 0.1189
2021-02-09 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 82 82 242 132,474.2578
2020-11-13 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 0 -680 -100.00 0 -100.00
2020-08-19 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 680 -123 -15.32 156 -16.13 0.1391
2020-03-03 2019-12-31 13F PALO ALTO NETWORKS INC COM USD0.0001 COM 697435105 803 803 186 0.1792
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.