Palo Alto Networks, Inc.
US ˙ NasdaqGS ˙ US6974351057

SecurityPANW / Palo Alto Networks, Inc.
InstitutionMascoma Wealth Management LLC
Latest Disclosed Ownership70 shares
Latest Disclosed Value $ 11,222
Mascoma Wealth Management LLC reports 12.90% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 30, 2026 - Mascoma Wealth Management LLC filed a 13F-HR form disclosing ownership of 70 shares of Palo Alto Networks, Inc. (US:PANW) valued at $11,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 62 shares of Palo Alto Networks, Inc.. This represents a change in shares of 12.90% during the quarter. The current value of the position is $19,630 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)
2026-04-30 2026-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 70 8 12.90 11 0.00 0.0023
2026-02-04 2025-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 62 10 19.23 11 10.00 0.0024
2025-10-28 2025-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 52 0 0.00 11 0.00 0.0023
2025-07-22 2025-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 52 -40 -43.48 11 -33.33 0.0025
2025-04-24 2025-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 92 0 0.00 16 -6.25 0.0039
2025-02-10 2024-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 92 74 411.11 17 166.67 0.0042
2024-11-05 2024-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 18 0 0.00 6 0.00 0.0015
2024-08-02 2024-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 18 0 0.00 6 20.00 0.0016
2024-05-02 2024-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 18 0 0.00 5 0.00 0.0015
2024-01-24 2023-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 18 0 0.00 5 25.00 0.0016
2023-10-13 2023-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 18 0 0.00 4 33.33 0.0013
2023-08-09 2023-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 18 -42 -70.00 4 -70.00 0.0012
2023-05-01 2023-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 60 0 0.00 11 25.00 0.0032
2023-01-24 2022-12-31 13F/A-1 PALO ALTO NETWORKS INC COM Stock 697435105 60 0 0.00 8 -20.00 0.0027
2023-01-20 2022-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 60 0 0 0.0035
2022-10-18 2022-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 60 40 200.00 10 0.00 0.0035
2022-07-14 2022-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 20 0 0.00 10 -16.67 0.0034
2022-04-25 2022-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 20 0 0.00 12 9.09 0.0038
2022-01-21 2021-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 20 0 0.00 11 10.00 0.0038
2021-10-06 2021-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 20 20 10 0.0039
2021-07-06 2021-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 0 -26 -100.00 0 -100.00
2021-04-26 2021-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 26 26 8 0.0034
2019-11-21 2019-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 0 -6 -100.00 0 -100.00
2019-07-29 2019-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 6 0 0.00 1 0.00 0.0006
2019-04-23 2019-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 6 6 1 0.0007
2017-07-13 2017-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 0 -190 -100.00 0 -100.00
2017-04-18 2017-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 190 0 0.00 21 -12.50 0.0150
2017-01-30 2016-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 190 190 24 0.0177
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.