VICTORY CAPITAL MANAGEMENT INC

Position in NET — Cloudflare, Inc.

CIK 1040188 San Antonio, TX

Position in NET

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

Position Value

$79,394,473

+$2,149,132 QoQ

Shares Held

384,775

-1.8% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.273601455396.ToString("F0")% Shared 0.ToString("F0")% None 0.7263985446039893.ToString("F0")%

Technology · as of Mar 31, 2026

VICTORY CAPITAL MANAGEMENT INC holds $7,636,383,427 across 74 Software - Infrastructure names. NET ranks #13 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,712,913	$3,965,599,005
2	SNPS	Synopsys Inc	2,539,838	$1,006,994,970
3	PLTR	Palantir Technologies Inc.	2,040,997	$298,557,041
4	FFIV	F5, Inc.	1,021,541	$295,562,457
5	AKAM	Akamai Technologies Inc	2,501,867	$287,339,424
6	NTAP	NetApp, Inc.	2,210,284	$226,310,978
7	ZS	Zscaler, Inc.	1,555,104	$218,165,540
8	PANW	Palo Alto Networks Inc	1,153,523	$184,932,807

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$79,394,473	384,775	-1.8%	Shares	Sole	2026-05-15
2025-12-31	$77,245,341	391,810	-5.5%	Shares	Sole	2026-02-13
2025-09-30	$88,990,473	414,700	-3.6%	Shares	Sole	2025-11-12
2025-06-30	$84,272,306	430,334	+448.5%	Shares	Sole	2025-08-13
2025-03-31	$8,841,544	78,459	-0.5%	Shares	Sole	2025-05-02
2024-12-31	$8,494,336	78,885	-1.6%	Shares	Sole	2025-02-06
2024-09-30	$6,482,201	80,136	-0.3%	Shares	Sole	2024-11-05
2024-06-30	$6,654,810	80,343	+0.2%	Shares	Sole	2024-08-05
2024-03-31	$7,762,570	80,167	+3.0%	Shares	Sole	2024-05-03
2023-12-31	$6,479,043	77,817	-29.3%	Shares	Sole	2024-02-05
2023-09-30	$6,942,532	110,129	+3.1%	Shares	Sole	2023-11-06
2023-06-30	$6,981,319	106,797	-1.1%	Shares	Sole	2023-07-27
2023-03-31	$6,657,368	107,969	-0.4%	Shares	Sole	2023-05-02
2022-12-31	$4,900,718	108,399	+0.7%	Shares	Sole	2023-04-25
2022-09-30	$5,951,853	107,609	+533.1%	Shares	Sole	2022-11-02
2022-06-30	$743,618	16,997	-21.0%	Shares	Sole	2022-08-01
2022-03-31	$2,575,824	21,519	-31.9%	Shares	Sole	2022-05-04
2021-12-31	$4,156,452	31,608	-49.7%	Shares	Sole	2022-02-07
2021-09-30	$7,074,307	62,799	-13.8%	Shares	Sole	2021-11-02
2021-06-30	$7,706,951	72,817	-10.4%	Shares	Sole	2021-08-03
2021-03-31	$5,708,133	81,243	+28.4%	Shares	Sole	2021-05-04
2020-12-31	$4,806,671	63,254	-9.6%	Shares	Sole	2021-02-01
2020-09-30	$2,874,487	70,007	-14.2%	Shares	Sole	2020-11-09
2020-06-30	$2,932,729	81,578	-25.3%	Shares	Sole	2020-08-07
2020-03-31	$2,563,828	109,192	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.