FIRST TRUST ADVISORS LP

Position in NET — Cloudflare, Inc.

CIK 1125816 Wheaton, IL

Back to NET Full portfolio

Position in NET

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$778,732,524

-$13,644,278 QoQ

Shares Held

3,774,026

-6.1% QoQ

Ownership

1.07%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $10,268,944,525 across 75 Software - Infrastructure names. NET ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,131,891	$1,529,502,091
2	PANW	Palo Alto Networks Inc	6,466,118	$1,036,648,037
3	FTNT	Fortinet, Inc.	11,506,173	$940,284,457
4	NET	Cloudflare, Inc. This page	3,774,026	$778,732,524
5	AKAM	Akamai Technologies Inc	4,780,460	$549,035,831
6	ORCL	Oracle Corp	3,633,070	$534,460,927
7	ZS	Zscaler, Inc.	3,518,678	$493,635,336
8	FFIV	F5, Inc.	1,476,987	$427,336,648

All Filings in NET

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$778,732,524	3,774,026	-6.1%	Shares	Sole	2026-05-13
2025-12-31	$792,376,802	4,019,157	+1.6%	Shares	Sole	2026-02-13
2025-09-30	$848,909,241	3,955,959	-11.1%	Shares	Sole	2025-11-12
2025-06-30	$871,271,757	4,449,123	-3.5%	Shares	Sole	2025-08-13
2025-03-31	$519,730,224	4,612,035	-14.2%	Shares	Sole	2025-05-14
2024-12-31	$579,032,294	5,377,343	-5.3%	Shares	Sole	2025-02-13
2024-09-30	$459,399,224	5,679,308	-17.2%	Shares	Sole	2024-11-13
2024-06-30	$567,949,986	6,856,815	+33.5%	Shares	Sole	2024-08-13
2024-03-31	$497,238,511	5,135,170	+2.6%	Shares	Sole	2024-05-13
2023-12-31	$416,903,468	5,007,248	-18.2%	Shares	Sole	2024-02-13
2023-09-30	$386,046,810	6,123,839	+16.1%	Shares	Sole	2023-11-13
2023-06-30	$344,665,809	5,272,538	+0.9%	Shares	Sole	2023-08-14
2023-03-31	$322,078,358	5,223,457	-17.7%	Shares	Sole	2023-05-15
2022-12-31	$287,114,830	6,350,693	+13.5%	Shares	Sole	2023-02-09
2022-09-30	$309,485,335	5,595,468	-41.6%	Shares	Sole	2022-11-14
2022-06-30	$419,261,368	9,583,117	+48.6%	Shares	Sole	2022-08-12
2022-03-31	$771,843,555	6,448,150	+30.4%	Shares	Sole	2022-05-13
2021-12-31	$650,270,787	4,945,025	+93.3%	Shares	Sole	2022-02-08
2021-09-30	$288,247,130	2,558,785	-10.5%	Shares	Sole	2021-11-15
2021-06-30	$302,592,961	2,858,966	+0.5%	Shares	Sole	2021-10-12
2021-03-31	$199,783,958	2,843,495	+4.7%	Shares	Sole	2021-05-14
2020-12-31	$206,363,611	2,715,668	-9.7%	Shares	Sole	2021-02-02
2020-09-30	$123,488,648	3,007,517	-5.6%	Shares	Sole	2020-11-05
2020-06-30	$114,523,110	3,185,622	+182.6%	Shares	Sole	2020-07-22
2020-03-31	$26,463,556	1,127,068	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.