Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$96,409,266
+$17,014,793 QoQ
Shares Held
393,058
+2.2% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#81
of 1,214 holders
Holding Since
Mar 2020
26 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, 2026VICTORY CAPITAL MANAGEMENT INC holds $8,749,361,167 across 75 Software - Infrastructure names. NET ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,231,028 | $4,189,398,064 | |
| 2 | SNPS |
Synopsys Inc
|
2,860,290 | $1,275,889,560 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,114,157 | $379,949,820 | |
| 4 | FFIV |
F5, Inc.
|
801,485 | $333,385,700 | |
| 5 | OKTA |
Okta, Inc.
|
2,174,495 | $296,709,842 | |
| 6 | AKAM |
Akamai Technologies Inc
|
2,087,725 | $246,789,972 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,561,959 | $239,948,141 | |
| 8 | ZS |
Zscaler, Inc.
|
1,675,008 | $236,427,379 |
All Filings in NET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,409,266 | 393,058 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $79,394,473 | 384,775 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $77,245,341 | 391,810 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $88,990,473 | 414,700 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $84,272,306 | 430,334 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,841,544 | 78,459 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,494,336 | 78,885 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,482,201 | 80,136 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,654,810 | 80,343 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,762,570 | 80,167 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,479,043 | 77,817 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,942,532 | 110,129 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,981,319 | 106,797 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,657,368 | 107,969 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,900,718 | 108,399 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $5,951,853 | 107,609 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $743,618 | 16,997 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,575,824 | 21,519 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,156,452 | 31,608 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,074,307 | 62,799 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,706,951 | 72,817 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,708,133 | 81,243 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,806,671 | 63,254 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,874,487 | 70,007 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,932,729 | 81,578 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,563,828 | 109,192 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||