Position in NET
as of Dec 31, 2025
· filed Jan 29, 2026
Position Value
$6,389,167,406
-$545,791,053 QoQ
Shares Held
32,407,646
+0.3% QoQ
Ownership
9.17%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 6.604481547348424.ToString("F0")%
None 93.39551845265157.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Dec 31, 2025VANGUARD GROUP INC holds $507,069,677,216 across 123 Software - Infrastructure names. NET ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
717,942,580 | $347,211,390,536 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
215,444,098 | $38,295,188,417 | |
| 3 | ORCL |
Oracle Corp
|
174,802,084 | $34,070,674,189 | |
| 4 | PANW |
Palo Alto Networks Inc
|
67,929,063 | $12,512,533,401 | |
| 5 | SNPS |
Synopsys Inc
|
18,464,862 | $8,673,314,976 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
32,407,646 | $6,389,167,406 | |
| 7 | FTNT |
Fortinet, Inc.
|
73,745,561 | $5,856,134,996 | |
| 8 | XYZ |
Block, Inc.
|
67,111,793 | $4,368,306,602 |
All Filings in NET
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $6,389,167,406 | 32,407,646 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,934,958,459 | 32,317,249 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $6,167,776,492 | 31,495,565 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,475,011,273 | 30,836,909 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,262,494,992 | 30,298,059 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,456,381,128 | 30,366,932 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,470,930,305 | 29,831,345 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,766,631,889 | 28,572,053 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,344,534,073 | 28,159,189 | Shares | Defined | 2024-03-11 | |
| 2023-09-30 | $1,728,448,053 | 27,418,275 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $1,766,487,756 | 27,022,912 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,622,564,708 | 26,314,705 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $1,170,192,310 | 25,883,484 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,399,341,393 | 25,299,971 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,045,707,685 | 23,901,890 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,795,952,598 | 23,358,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,999,495,405 | 22,809,851 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,465,856,451 | 21,889,538 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,156,113,946 | 20,371,447 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,306,700,676 | 18,598,074 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,308,333,125 | 17,217,175 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $541,317,506 | 13,183,573 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $331,211,014 | 9,213,102 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $80,254,991 | 3,418,015 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||