PARK AVENUE SECURITIES LLC
Broker-DealerPosition in NET — Cloudflare, Inc.
CIK 1071640
NEW YORK, NY
Position in NET
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,414,542
+$704,267 QoQ
Shares Held
13,921
+6.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#422
of 1,210 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $188,758,018 across 30 Software - Infrastructure names. NET ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
297,053 | $110,806,710 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
188,877 | $22,036,279 | |
| 3 | PANW |
Palo Alto Networks Inc
|
40,352 | $13,760,839 | |
| 4 | ORCL |
Oracle Corp
|
68,326 | $10,013,175 | |
| 5 | ZETA |
Zeta Global Holdings Corp.
|
243,081 | $4,783,834 | |
| 6 | SNPS |
Synopsys Inc
|
9,384 | $4,185,920 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
13,921 | $3,414,542 | |
| 8 | FTNT |
Fortinet, Inc.
|
18,975 | $2,914,939 |
All Filings in NET
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,414,542 | 13,921 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,710,275 | 13,135 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,574,384 | 13,058 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,815,420 | 13,120 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,628,821 | 13,424 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,200,373 | 10,652 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,084,768 | 10,074 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $862,449 | 10,662 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,060,058 | 12,798 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,776,249 | 18,344 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,536,729 | 18,457 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,245,670 | 19,760 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,533,580 | 23,460 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,319,647 | 21,402 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $970,025 | 21,456 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,013,113 | 18,317 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $840,743 | 19,217 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,725,714 | 14,417 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $755,730 | 5,747 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $535,763 | 4,756 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $239,621 | 2,264 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $297,410 | 4,233 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $387,093 | 5,094 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $291,361 | 7,096 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||