Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,597,931
+$8,043,991 QoQ
Shares Held
116,593
+17.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#166
of 1,219 holders
Holding Since
Jun 2020
20 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, 2026NATIXIS holds $1,013,819,905 across 29 Software - Infrastructure names. NET ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,551,564 | $578,764,403 | |
| 2 | ORCL |
Oracle Corp
|
1,874,488 | $274,706,216 | |
| 3 | PANW |
Palo Alto Networks Inc
|
98,227 | $33,497,371 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
116,593 | $28,597,931 | |
| 5 | FTNT |
Fortinet, Inc.
|
170,915 | $26,255,962 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
102,000 | $19,460,070 | |
| 7 | RBRK |
Rubrik, Inc.
|
163,674 | $13,139,748 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
59,500 | $6,941,865 |
All Filings in NET
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,597,931 | 116,593 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $20,553,940 | 99,612 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,673,748 | 13,562 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,945,303 | 83,626 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,023,225 | 9,080 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $2,194,949 | 20,384 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,602,393 | 32,172 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $28,334,297 | 292,619 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $3,941,941 | 60,302 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $2,032,415 | 44,955 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $938,002 | 16,959 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $879,593 | 20,105 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,895,251 | 40,896 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,424,177 | 102,085 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,396,047 | 216,565 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,230,683 | 21,076 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,076,885 | 29,560 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,220,475 | 16,061 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $747,374 | 18,202 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $847,449 | 23,573 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||