BOURGEON CAPITAL MANAGEMENT LLC

Position in PANW — Palo Alto Networks Inc

CIK 1088731 Darien, CT

Position in PANW

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$9,813,191

-$1,717,825 QoQ

Shares Held

28,776

-60.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#709

of 2,893 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BOURGEON CAPITAL MANAGEMENT LLC holds $72,140,817 across 5 Software - Infrastructure names. PANW ranks #4 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc.	150,598	$20,549,097
2	MSFT	Microsoft Corp	49,944	$18,630,110
3	XYZ	Block, Inc.	214,413	$16,295,388
4	PANW	Palo Alto Networks Inc This page	28,776	$9,813,191
5	MDB	MongoDB, Inc.	20,402	$6,853,031

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,813,191	28,776	-60.0%	Shares	Sole	2026-07-22
2026-03-31	$11,531,016	71,925	+77.2%	Shares	Sole	2026-04-13
2025-12-31	$7,477,046	40,592	+0.3%	Shares	Sole	2026-01-15
2025-09-30	$8,239,483	40,465	+119.9%	Shares	Sole	2025-10-21
2025-06-30	$3,765,785	18,402	+35982.4%	Shares	Sole	2025-07-18
2023-12-31	$15,038	51	0.0%	Shares	Sole	2024-01-30
2023-09-30	$11,956	51	0.0%	Shares	Sole	2023-11-01
2023-06-30	$13,031	51	0.0%	Shares	Sole	2023-07-20
2023-03-31	$10,186	51	-37.0%	Shares	Sole	2023-04-17
2022-12-31	$11,302	81	-15.6%	Shares	Sole	2023-01-20
2022-09-30	$15,723	96	+464.7%	Shares	Sole	2022-10-27
2022-06-30	$8,396	17	+13.3%	Shares	Sole	2022-07-27
2022-03-31	$9,337	15	0.0%	Shares	Sole	2022-05-03
2021-12-31	$8,351	15	0.0%	Shares	Sole	2022-01-31
2021-09-30	$7,184	15	0.0%	Shares	Sole	2021-11-09
2021-06-30	$5,565	15	0.0%	Shares	Sole	2021-07-19
2021-03-31	$4,830	15	0.0%	Shares	Sole	2021-05-13
2020-12-31	$5,330	15	0.0%	Shares	Sole	2021-01-29
2020-09-30	$3,671	15	0.0%	Shares	Sole	2020-10-28
2020-06-30	$3,445	15	-86.2%	Shares	Sole	2020-07-27
2020-03-31	$17,871	109	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.