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Thematics Asset Management: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thematics Asset Management on PANW, newest first. How the timeline and the estimate are built.

Thematics Asset Management held 112,364 PANW shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 112,364 shares
    Change vs previous 13F +10,254 shares

    1.04% of the 13F portfolio, value $22,879,558.

    13F-HR 0001104659-25-111995 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 102,110 shares
    Change vs previous 13F -3,662 shares

    0.94% of the 13F portfolio, value $20,895,790.

    13F-HR 0001104659-25-077560 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 105,772 shares
    Change vs previous 13F -9,246 shares

    0.91% of the 13F portfolio, value $18,048,934.

    13F-HR 0001104659-25-048495 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 115,018 shares
    Change vs previous 13F +24,170 shares

    0.91% of the 13F portfolio, value $20,928,675.

    13F-HR 0001104659-25-012944 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 90,848 shares
    Change vs previous 13F +6,500 shares

    1.23% of the 13F portfolio, value $31,051,846.

    13F-HR 0001104659-24-117705 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 84,348 shares
    Change vs previous 13F -636 shares

    1.17% of the 13F portfolio, value $28,594,815.

    13F-HR 0001104659-24-088937 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 84,984 shares
    Change vs previous 13F -7,213 shares

    1% of the 13F portfolio, value $24,146,504.

    13F-HR 0001104659-24-060512 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 92,197 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $27,187,051.

    13F-HR 0001104659-24-019861 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).