Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,434,429
+$1,326,690 QoQ
Shares Held
26,233
+6.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#315
of 1,210 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026COMMERCE BANK holds $1,200,663,931 across 29 Software - Infrastructure names. NET ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,172,142 | $810,252,407 | |
| 2 | PANW |
Palo Alto Networks Inc
|
590,311 | $201,307,856 | |
| 3 | ORCL |
Oracle Corp
|
414,252 | $60,708,630 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
225,296 | $42,983,096 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
266,008 | $31,035,152 | |
| 6 | NTAP |
NetApp, Inc.
|
60,789 | $9,407,704 | |
| 7 | CPAY |
Corpay, Inc.
|
22,489 | $7,494,907 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
26,233 | $6,434,429 |
All Filings in NET
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,434,429 | 26,233 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,107,739 | 24,754 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,948,463 | 25,100 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,207,228 | 28,926 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,649,106 | 28,847 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $1,159,918 | 10,293 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,106,196 | 10,273 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $841,336 | 10,401 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $867,230 | 10,470 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,020,685 | 10,541 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $872,897 | 10,484 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $752,256 | 11,933 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $693,052 | 10,602 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $462,018 | 7,493 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $200,596 | 4,437 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $416,556 | 3,480 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $451,045 | 3,430 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $362,282 | 3,216 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $323,976 | 3,061 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $200,030 | 2,847 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||