Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$602,162
-$689,998 QoQ
Shares Held
2,455
-79.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#724
of 1,214 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $358,119,378 across 12 Software - Infrastructure names. NET ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
763,656 | $284,858,961 | |
| 2 | ORCL |
Oracle Corp
|
220,862 | $32,367,326 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
142,264 | $27,141,837 | |
| 4 | PANW |
Palo Alto Networks Inc
|
22,515 | $7,678,065 | |
| 5 | SNPS |
Synopsys Inc
|
4,718 | $2,104,558 | |
| 6 | MDB |
MongoDB, Inc.
|
5,329 | $1,790,011 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
2,455 | $602,162 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
11,744 | $571,228 |
All Filings in NET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,162 | 2,455 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $1,292,160 | 12,000 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||