WORMSER FRERES GESTION

Position in PANW — Palo Alto Networks Inc

CIK 2051288 PARIS, I0

Position in PANW

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$11,506,014

+$2,827,091 QoQ

Shares Held

33,740

-37.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

7.23%

of 13F equity value

Holder Rank

#661

of 2,893 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WORMSER FRERES GESTION holds $21,700,245 across 5 Software - Infrastructure names. PANW ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	33,740	$11,506,014
2	MSFT	Microsoft Corp	27,191	$10,142,786
3	FTNT	Fortinet, Inc.	118	$18,127
4	MDB	MongoDB, Inc.	51	$17,130
5	NET	Cloudflare, Inc.	66	$16,188

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,506,014	33,740	-37.7%	Shares	Sole	2026-07-16
2026-03-31	$8,678,923	54,135	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$9,957,115	54,056	-0.7%	Shares	Sole	2026-02-10
2025-09-30	$11,082,425	54,427	+10.5%	Shares	Sole	2026-02-10
2025-06-30	$10,083,636	49,275	+153.2%	Shares	Sole	2025-07-23
2025-03-31	$3,320,313	19,458	+1394.5%	Shares	Sole	2025-05-14
2024-12-31	$236,911	1,302	+217.6%	Shares	Sole	2025-02-20
2024-09-30	$140,138	410	0.0%	Shares	Sole	2025-02-20
2024-06-30	$138,994	410	—	Shares	Sole	2025-02-20
No filing history on record for this holder in this stock.