Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionDiversified Trust Co
Latest Disclosed Ownership12,207 shares
Latest Disclosed Value $ 1,957,025
Diversified Trust Co reports 7.08% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 16, 2026 - Diversified Trust Co filed a 13F-HR form disclosing ownership of 12,207 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,957,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 11,400 shares of Palo Alto Networks, Inc.. This represents a change in shares of 7.08% 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)
2026-04-16 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 12,207 807 7.08 1,957 -6.77 0.0363
2026-01-09 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 11,400 -3,407 -23.01 2,100 -30.38 0.0387
2025-10-20 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 14,807 -2,245 -13.17 3,015 -13.59 0.0602
2025-07-11 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 17,052 727 4.45 3,490 25.28 0.0774
2025-04-24 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 16,325 -34 -0.21 2,786 -6.42 0.0689
2025-01-07 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 16,359 11,798 258.67 2,977 91.01 0.0726
2024-10-07 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 4,561 817 21.82 1,559 22.77 0.0393
2024-07-16 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 3,744 -1,541 -29.16 1,269 -15.46 0.0359
2024-04-18 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 5,285 -2,042 -27.87 1,502 -30.51 0.0453
2024-01-08 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 7,327 -157 -2.10 2,161 23.15 0.0726
2023-11-17 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 7,484 -1,115 -12.97 1,755 -20.16 0.0664
2023-07-18 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 8,599 -2,076 -19.45 2,197 3.05 0.0802
2023-04-07 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 10,675 236 2.26 2,132 213,100.00 0.0830
2023-01-17 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 10,439 1,292 14.12 1 -99.93 0.0607
2022-10-14 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 9,147 6,302 221.51 1,498 6.62 0.0678
2022-07-12 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 2,845 -411 -12.62 1,405 -30.69 0.0589
2022-04-07 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 3,256 -150 -4.40 2,027 6.91 0.0708
2022-01-13 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 3,406 -670 -16.44 1,896 -2.87 0.0624
2022-01-13 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 4,076 325 8.66 1,952 40.23 0.0702
2021-07-20 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 3,751 -94 -2.44 1,392 12.44 0.0502
2021-05-10 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 3,845 233 6.45 1,238 -3.58 0.0477
2021-01-08 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 3,612 -775 -17.67 1,284 19.55 0.0521
2020-10-15 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 4,387 376 9.37 1,074 16.61 0.0496
2020-07-07 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 4,011 1,314 48.72 921 108.37 0.0465
2020-04-10 2020-03-31 13F PALO ALTO NETWORKS COM 697435105 2,697 102 3.93 442 -26.33 0.0259
2020-01-09 2019-12-31 13F PALO ALTO NETWORKS COM 697435105 2,595 792 43.93 600 63.04 0.0269
2019-10-09 2019-09-30 13F PALO ALTO NETWORKS COM 697435105 1,803 -99 -5.21 368 -5.15 0.0173
2019-07-12 2019-06-30 13F PALO ALTO NETWORKS COM 697435105 1,902 39 2.09 388 -14.16 0.0184
2019-05-22 2019-03-31 13F PALO ALTO NETWORKS COM 697435105 1,863 0 0.00 452 28.77 0.0220
2019-01-18 2018-12-31 13F PALO ALTO NETWORKS COM 697435105 1,863 110 6.27 351 -11.14 0.0196
2018-11-26 2018-09-30 13F PALO ALTO NETWORKS COM 697435105 1,753 0 0.00 395 9.72 0.0197
2018-07-23 2018-06-30 13F PALO ALTO NETWORKS COM 697435105 1,753 -250 -12.48 360 -1.10 0.0229
2018-06-01 2018-03-31 13F PALO ALTO NETWORKS COM 697435105 2,003 10 0.50 364 25.95 0.0232
2018-01-19 2017-12-31 13F PALO ALTO NETWORKS COM 697435105 1,993 0 0.00 289 0.70 0.0177
2017-10-17 2017-09-30 13F PALO ALTO NETWORKS COM 697435105 1,993 0 0.00 287 7.49 0.0219
2017-07-18 2017-06-30 13F PALO ALTO NETWORKS COM 697435105 1,993 140 7.56 267 27.75 0.0217
2017-04-21 2017-03-31 13F PALO ALTO NETWORKS COM 697435105 1,853 103 5.89 209 -4.57 0.0160
2017-02-22 2016-12-31 13F PALO ALTO NETWORKS COM 697435105 1,750 300 20.69 219 -5.19 0.0186
2016-11-03 2016-09-30 13F PALO ALTO NETWORKS COM 697435105 1,450 -6,540 -81.85 231 -76.43 0.0270
2016-07-26 2016-06-30 13F PALO ALTO NETWORKS COM 697435105 7,990 -5,871 -42.36 980 -56.66 0.1131
2016-05-02 2016-03-31 13F PALO ALTO NETWORKS COM 697435105 13,861 4,245 44.15 2,261 33.47 0.2489
2016-01-27 2015-12-31 13F PALO ALTO NETWORKS COM 697435105 9,616 -7,967 -45.31 1,694 -43.98 0.1815
2015-11-02 2015-09-30 13F PALO ALTO NETWORKS COM 697435105 17,583 413 2.41 3,024 0.80 0.3249
2015-07-15 2015-06-30 13F PALO ALTO NETWORKS COM 697435105 17,170 3,429 24.95 3,000 49.48 0.2835
2015-04-29 2015-03-31 13F PALO ALTO NETWORKS COM 697435105 13,741 13,741 2,007 0.1738
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.