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PANWPANW
11 quarters

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

Mirova US LLC holds 1.3M shares of PANW (PALO ALTO NETWORKS INC), worth $445.1M as of 2026-Q2. The position was decreased (-18.6% shares). PANW represents 4.8% of Mirova US LLC's 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%$156.09
0
2025-Q4
Decreased
1.7M
-2.9%
$307.2M3.1%$186.85
0
2025-Q3
Decreased
1.7M
-3.7%
$349.7M3.5%$203.96
0
2025-Q2
Increased
1.8M
+4.2%
$364.8M3.8%$200.57
60
2025-Q1
Increased
1.7M
+3.5%
$291.9M3.5%$172.76
60
2024-Q4
Increased
1.7M
+94.2%
$300.6M3.6%$184.20
91
2024-Q3
Increased
850,790
+0.9%
$290.8M3.3%$167.88
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: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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