Position in NET
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$109,735,464
-$14,541,544 QoQ
Shares Held
556,609
-3.9% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 99.80776451692302.ToString("F0")%
Shared 0.ToString("F0")%
None 0.1922354830769894.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $3,780,418,078 across 69 Software - Infrastructure names. NET ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,533,586 | $3,159,772,861 | |
| 2 | PANW |
Palo Alto Networks Inc
|
955,998 | $176,094,831 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
556,609 | $109,735,464 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
555,741 | $103,123,299 | |
| 5 | ORCL |
Oracle Corp
|
492,124 | $95,919,888 | |
| 6 | CPAY |
Corpay, Inc.
|
136,442 | $41,059,491 | |
| 7 | ZS |
Zscaler, Inc.
|
143,808 | $32,345,295 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
83,427 | $14,829,149 |
All Filings in NET
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $109,735,464 | 556,609 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $124,277,008 | 579,137 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $105,364,764 | 538,042 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $15,913,743 | 141,217 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $541,845 | 5,032 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $394,500 | 4,877 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $357,991 | 4,322 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $461,394 | 4,765 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,935,878 | 23,251 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $259,976 | 4,124 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $274,227 | 4,195 | Shares | Defined | 2023-11-21 | |
| 2023-03-31 | $252,497 | 4,095 | Shares | Defined | 2023-11-21 | |
| 2022-09-30 | $221,793 | 4,010 | Shares | Defined | 2022-11-15 | |
| 2022-03-31 | $472,216 | 3,945 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $518,241 | 3,941 | Shares | Defined | 2022-04-04 | |
| 2021-09-30 | $443,953 | 3,941 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $414,998 | 3,921 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $275,489 | 3,921 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $286,558 | 3,771 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||