BAMCO INC /NY/

Position in NET — Cloudflare, Inc.

CIK 1017918 NEW YORK, NY

Back to NET Full portfolio

Position in NET

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$94,364,234

+$13,610,806 QoQ

Shares Held

457,324

+11.7% QoQ

Ownership

0.129%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

BAMCO INC /NY/ holds $452,455,195 across 16 Software - Infrastructure names. NET ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IOT	Samsara Inc.	5,119,835	$162,247,571
2	NET	Cloudflare, Inc. This page	457,324	$94,364,234
3	NTSK	Netskope Inc	3,824,078	$32,466,422
4	MSFT	Microsoft Corp	73,753	$27,301,148
5	VRNS	Varonis Systems Inc	1,239,294	$26,607,642
6	S	SentinelOne, Inc.	1,908,204	$24,577,667
7	ZS	Zscaler, Inc.	173,025	$24,273,677
8	RBRK	Rubrik, Inc.	277,535	$13,590,888

All Filings in NET

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$94,364,234	457,324	+11.7%	Shares	Defined	2026-05-15
2025-12-31	$80,753,428	409,604	-9.8%	Shares	Defined	2026-02-17
2025-09-30	$97,474,074	454,234	-10.3%	Shares	Defined	2025-11-14
2025-06-30	$99,182,607	506,473	-39.3%	Shares	Defined	2025-08-14
2025-03-31	$94,082,852	834,882	-7.0%	Shares	Defined	2025-05-15
2024-12-31	$96,648,722	897,555	+5.5%	Shares	Defined	2025-02-14
2024-09-30	$68,795,327	850,480	-1.6%	Shares	Defined	2024-11-14
2024-06-30	$71,578,621	864,163	+2.3%	Shares	Defined	2024-08-14
2024-03-31	$81,825,804	845,046	-9.6%	Shares	Defined	2024-05-15
2023-12-31	$77,871,829	935,285	-0.5%	Shares	Defined	2024-02-14
2023-09-30	$59,227,908	939,529	+0.8%	Shares	Defined	2023-11-14
2023-06-30	$60,953,798	932,443	+4.8%	Shares	Defined	2023-08-14
2023-03-31	$54,887,018	890,156	+5.9%	Shares	Defined	2023-05-15
2022-12-31	$37,984,763	840,185	+9.9%	Shares	Defined	2023-02-14
2022-09-30	$42,283,886	764,489	+12.1%	Shares	Defined	2022-11-14
2022-06-30	$29,833,168	681,901	+33.7%	Shares	Defined	2022-08-15
2022-03-31	$61,038,621	509,930	+22.0%	Shares	Defined	2022-05-13
2021-12-31	$54,971,602	418,035	+4.4%	Shares	Defined	2022-02-14
2021-09-30	$45,095,146	400,312	-2.1%	Shares	Defined	2021-11-12
2021-06-30	$43,271,731	408,841	0.0%	Shares	Defined	2021-08-13
2021-03-31	$28,725,168	408,841	+6.8%	Shares	Defined	2021-05-19
2020-12-31	$29,103,258	382,988	+10.7%	Shares	Defined	2021-02-12
2020-09-30	$14,206,267	345,988	+4.2%	Shares	Defined	2020-11-13
2020-06-30	$11,934,716	331,981	+46.3%	Shares	Defined	2020-08-14
2020-03-31	$5,328,856	226,953	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.