KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in NET — Cloudflare, Inc.
CIK 1021223
LOS ANGELES, CA
Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$90,161,248
-$20,516,225 QoQ
Shares Held
367,585
-31.5% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#87
of 1,214 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 27%
Shared 72%
None 1%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $314,102,655 across 28 Software - Infrastructure names. NET ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
367,585 | $90,161,248 | |
| 2 | EVTC |
EVERTEC, Inc.
|
2,713,930 | $75,392,974 | |
| 3 | GCT |
GigaCloud Technology Inc
|
1,230,413 | $38,881,050 | |
| 4 | MSFT |
Microsoft Corp
|
93,100 | $34,728,161 | |
| 5 | ORCL |
Oracle Corp
|
195,607 | $28,666,205 | |
| 6 | TOST |
Toast, Inc.
|
595,954 | $16,579,439 | |
| 7 | KSPI |
Joint Stock Co Kaspi.kz
|
107,411 | $9,306,088 | |
| 8 | GDDY |
GoDaddy Inc.
|
40,833 | $3,465,905 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,161,248 | 367,585 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $110,677,473 | 536,384 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $79,789,561 | 404,715 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $107,891,130 | 502,778 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $107,037,544 | 546,584 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $68,092,368 | 604,245 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $70,608,467 | 655,725 | Shares | Defined | 2025-02-21 | |
| 2024-09-30 | $55,545,625 | 686,681 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $39,104,042 | 472,100 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $45,714,120 | 472,107 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $39,078,163 | 469,351 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $28,056,518 | 445,059 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $30,591,198 | 467,970 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $429,646 | 6,968 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $309,732 | 6,851 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $317,092 | 5,733 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $250,818 | 5,733 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $686,240 | 5,733 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $754,152 | 5,735 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $645,822 | 5,733 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,060,834 | 10,023 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $704,215 | 10,023 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $683 | 9 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||