Position in NET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,566,609
+$1,828,326 QoQ
Shares Held
10,464
+192.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#474
of 1,214 holders
Holding Since
Jun 2022
17 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, 2026INTECH INVESTMENT MANAGEMENT LLC holds $636,035,195 across 64 Software - Infrastructure names. NET ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,109,148 | $413,734,386 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
654,498 | $76,360,281 | |
| 3 | ORCL |
Oracle Corp
|
312,087 | $45,736,349 | |
| 4 | NTAP |
NetApp, Inc.
|
110,194 | $17,053,623 | |
| 5 | FTNT |
Fortinet, Inc.
|
45,525 | $6,993,549 | |
| 6 | VRSN |
Verisign Inc/Ca
|
26,677 | $6,710,865 | |
| 7 | TWLO |
Twilio Inc
|
30,162 | $6,223,324 | |
| 8 | PANW |
Palo Alto Networks Inc
|
17,505 | $5,969,554 |
All Filings in NET
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,566,609 | 10,464 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $738,283 | 3,578 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,747,876 | 13,938 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,289,030 | 10,667 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,314,421 | 16,925 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,162,960 | 10,320 | Shares | Defined | 2025-05-20 | |
| 2024-12-31 | $1,533,578 | 14,242 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,098,566 | 13,581 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,101,314 | 25,369 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $7,515,363 | 77,614 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $3,630,302 | 43,602 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $3,255,952 | 51,649 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $3,202,084 | 48,984 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $2,575,908 | 41,776 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $2,295,446 | 50,773 | Shares | Defined | 2024-10-18 | |
| 2022-09-30 | $2,959,748 | 53,512 | Shares | Defined | 2024-10-18 | |
| 2022-06-30 | $5,473,606 | 125,111 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||