Position in NET
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$582,291
+$197,455 QoQ
Shares Held
2,822
+44.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $244,925,598 across 10 Software - Infrastructure names. NET ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
593,660 | $219,755,122 | |
| 2 | PANW |
Palo Alto Networks Inc
|
98,462 | $15,785,427 | |
| 3 | ORCL |
Oracle Corp
|
33,592 | $4,941,719 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,241 | $1,790,613 | |
| 5 | PAYO |
Payoneer Global Inc.
|
214,042 | $1,033,822 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
2,822 | $582,291 | |
| 7 | VRSN |
Verisign Inc/Ca
|
2,140 | $531,490 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
2,467 | $240,785 |
All Filings in NET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $582,291 | 2,822 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $384,836 | 1,952 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $271,456 | 1,265 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $267,307 | 1,365 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $24,267 | 300 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $91,113 | 1,100 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||