Back to Mirova US LLC Mirova US LLC

PANWPANW
11 quarters

Position history for Mirova US LLCMirova US LLC's holdings in PALO ALTO NETWORKS INC

Yes. Mirova US holds 1,305,090 shares of PANW (Palo Alto Networks), worth $445.1M, as of its Q2 2026 13F filing. It reduced the position by 297,622 shares (-18.6%) from Q1 2026. Mirova US has held PANW since Q4 2023, across 11 quarterly 13F filings. PANW is 4.8% of Mirova US' reported 13F portfolio.

Current Value

$445.1M

Current Shares

1.3M

Total Value Change

+$338.4M

Total Shares Change

+943,457

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.3M
-18.6%
$445.1M4.8%$341.02
0
2026-Q1
Decreased
1.6M
-3.9%
$256.9M2.9%$160.32
0
2025-Q4
Decreased
1.7M
-2.9%
$307.2M3.1%$184.20
0
2025-Q3
Decreased
1.7M
-3.7%
$349.7M3.5%$203.62
0
2025-Q2
Increased
1.8M
+4.2%
$364.8M3.8%$204.64
60
2025-Q1
Increased
1.7M
+3.5%
$291.9M3.5%$170.64
60
2024-Q4
Increased
1.7M
+94.2%
$300.6M3.6%$181.96
91
2024-Q3
Increased
850,790
+0.9%
$290.8M3.3%$170.90
58
2024-Q2
Increased
843,447
+2.1%
$285.9M3.6%$169.51
59
2024-Q1
Increased
826,387
+128.5%
$234.8M3.2%$142.07
92
2023-Q4
New
361,633
-
$106.6M1.6%$147.44
70

Other major holders of PANW: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC, STATE STREET CORP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used