Position in NET
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,449,850
New position
Shares Held
5,911
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#572
of 1,214 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GATEWAY INVESTMENT ADVISERS LLC holds $596,339,961 across 23 Software - Infrastructure names. NET ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,183,550 | $441,487,821 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
459,843 | $53,649,882 | |
| 3 | ORCL |
Oracle Corp
|
300,339 | $44,014,680 | |
| 4 | VRSN |
Verisign Inc/Ca
|
60,092 | $15,116,743 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
363,449 | $9,300,659 | |
| 6 | OKTA |
Okta, Inc.
|
46,035 | $6,281,475 | |
| 7 | FTNT |
Fortinet, Inc.
|
38,117 | $5,855,533 | |
| 8 | TWLO |
Twilio Inc
|
19,050 | $3,930,586 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449,850 | 5,911 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||