Position in PANW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,910,261
+$22,819,851 QoQ
Shares Held
186,566
+384.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MIROVA holds $263,945,029 across 10 Software - Infrastructure names. PANW ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,849 | $69,906,234 | |
| 2 | SNPS |
Synopsys Inc
|
151,873 | $60,214,607 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
117,624 | $45,921,585 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
186,566 | $29,910,261 | |
| 5 | MDB |
MongoDB, Inc.
|
97,300 | $23,816,121 | |
| 6 | ZS |
Zscaler, Inc.
|
105,882 | $14,854,185 | |
| 7 | CLBT |
Cellebrite DI Ltd.
|
881,512 | $12,147,235 | |
| 8 | ORCL |
Oracle Corp
|
21,389 | $3,146,535 |
All Filings in PANW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,910,261 | 186,566 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,090,410 | 38,493 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,131,564 | 39,935 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $6,271,806 | 30,648 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,834,963 | 22,474 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,827,346 | 21,034 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,469,270 | 10,150 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,440,951 | 10,150 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||