Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionBIP Wealth, LLC
Latest Disclosed Ownership9,230 shares
Latest Disclosed Value $ 1,479,754
BIP Wealth, LLC reports 3.70% decrease in ownership of PANW / Palo Alto Networks, Inc.

On April 27, 2026 - BIP Wealth, LLC filed a 13F-HR form disclosing ownership of 9,230 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,479,754 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,585 shares of Palo Alto Networks, Inc.. This represents a change in shares of -3.70% 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)
2026-04-27 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 9,230 -355 -3.70 1,480 -16.20 0.0602
2026-01-21 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 9,585 6,214 184.34 1,765 157.29 0.0623
2025-10-30 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 3,371 238 7.60 686 7.02 0.0339
2025-07-31 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 3,133 333 11.89 641 34.38 0.0395
2025-05-02 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 2,800 39 1.41 478 -4.98 0.0311
2025-02-14 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 2,761 1,393 101.83 502 7.49 0.0336
2024-11-07 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 1,368 13 0.96 468 1.74 0.0319
2024-08-08 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 1,355 -28 -2.02 459 17.09 0.0376
2024-05-08 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 1,383 657 90.50 393 83.18 0.0287
2024-02-02 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 726 726 214 0.0168
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.