Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership11,236 shares
Latest Disclosed Value $ 1,801,356
Legacy Bridge, LLC ownership in PANW / Palo Alto Networks, Inc.

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 11,236 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,801,356 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 11,236 shares of Palo Alto Networks, Inc.. This represents a change in shares of 0.00% 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)
2026-05-14 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 11,236 0 0.00 1,801 -12.95 0.6870
2026-01-23 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 11,236 -23 -0.20 2,070 -9.73 0.8400
2025-11-12 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 11,259 0 0.00 2,293 -0.52 0.9540
2025-08-06 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 11,259 -25 -0.22 2,304 19.69 1.0935
2025-05-08 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 11,284 -840 -6.93 1,926 -12.74 1.0744
2025-01-22 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 12,124 6,068 100.20 2,206 6.62 1.1502
2024-11-07 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 6,056 0 0.00 2,070 0.78 1.1147
2024-08-06 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 6,056 0 0.00 2,053 19.36 1.2102
2024-04-25 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 6,056 152 2.57 1,721 -1.15 1.0066
2024-01-17 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 5,904 0 0.00 1,741 25.72 1.1282
2023-10-11 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 5,904 0 0.00 1,384 -8.22 0.9866
2023-07-11 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 5,904 270 4.79 1,509 34.04 1.0070
2023-04-24 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 5,634 -1,284 -18.56 1,125 16.58 0.7851
2023-01-11 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 6,918 0 0.00 965 -14.83 0.6862
2022-11-02 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 6,918 4,612 200.00 1,133 -0.53 0.9038
2022-07-21 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 2,306 -26 -1.11 1,139 -21.56 0.8406
2022-04-28 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 2,332 0 0.00 1,452 11.86 0.8483
2022-01-18 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 2,332 0 0.00 1,298 16.20 0.6762
2021-10-26 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 2,332 140 6.39 1,117 37.39 0.6439
2021-08-03 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 2,192 125 6.05 813 22.07 0.4598
2021-04-29 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 2,067 -479 -18.81 666 -26.41 0.4309
2021-02-02 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 2,546 300 13.36 905 64.55 0.6561
2020-10-19 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 2,246 0 0.00 550 6.59 0.5021
2020-08-04 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 2,246 -95 -4.06 516 34.38 0.5679
2020-05-01 2020-03-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 2,341 -1,131 -32.57 384 -52.18 0.4836
2020-04-09 2020-03-31 13F PALO ALTO NETWORKS COM 697435105 2,341 -1,131 384 487,074.7609
2020-02-04 2019-12-31 13F PALO ALTO NETWORKS COM 697435105 3,472 150 4.52 803 18.61 0.6668
2019-10-15 2019-09-30 13F PALO ALTO NETWORKS COM 697435105 3,322 -150 -4.32 677 -4.24 0.6463
2019-07-11 2019-06-30 13F PALO ALTO NETWORKS COM 697435105 3,472 1,612 86.67 707 56.42 0.6819
2019-04-26 2019-03-31 13F PALO ALTO NETWORKS COM 697435105 1,860 0 0.00 452 29.14 0.4660
2019-01-25 2018-12-31 13F PALO ALTO NETWORKS COM 697435105 1,860 1,860 350 0.4331
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.