Position in NET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,029,194
+$163,392 QoQ
Shares Held
4,196
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#631
of 1,214 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EMERALD ADVISERS, LLC holds $43,843,901 across 7 Software - Infrastructure names. NET ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRNS |
Varonis Systems Inc
|
841,193 | $35,296,458 | |
| 2 | MSFT |
Microsoft Corp
|
12,893 | $4,809,346 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,183 | $1,085,466 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
4,196 | $1,029,194 | |
| 5 | MDB |
MongoDB, Inc.
|
2,911 | $977,804 | |
| 6 | TWLO |
Twilio Inc
|
1,737 | $358,395 | |
| 7 | ORCL |
Oracle Corp
|
1,960 | $287,238 |
All Filings in NET
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,194 | 4,196 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $865,802 | 4,196 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $827,241 | 4,196 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $940,547 | 4,383 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $984,829 | 5,029 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $556,125 | 4,935 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $560,905 | 5,209 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $312,720 | 3,866 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $327,509 | 3,954 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $490,056 | 5,061 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $428,372 | 5,145 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $378,618 | 6,006 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||