SG Americas Securities, LLC
Broker-DealerPosition in NET — Cloudflare, Inc.
CIK 1313360
NEW YORK, NY
Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$31,487,820
+$11,531,028 QoQ
Shares Held
128,375
+32.7% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#158
of 1,214 holders
Holding Since
Jun 2020
23 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, 2026SG Americas Securities, LLC holds $13,135,613,960 across 92 Software - Infrastructure names. NET ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
23,784,314 | $8,872,024,808 | |
| 2 | ORCL |
Oracle Corp
|
10,306,777 | $1,510,458,169 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
7,238,956 | $844,568,996 | |
| 4 | SNPS |
Synopsys Inc
|
863,450 | $385,159,141 | |
| 5 | PANW |
Palo Alto Networks Inc
|
898,062 | $306,257,103 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,182,846 | $181,708,802 | |
| 7 | NTAP |
NetApp, Inc.
|
1,126,427 | $174,325,842 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
469,356 | $89,546,084 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,487,820 | 128,375 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $19,956,792 | 96,718 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $29,631,645 | 150,300 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,498,031 | 16,301 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,328,822 | 22,105 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,768,669 | 15,695 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,040,727 | 9,665 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,098,286 | 25,940 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,477,770 | 17,841 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,437,598 | 25,174 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $520,791 | 6,255 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,749,107 | 27,746 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $380,191 | 5,816 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,314,963 | 37,544 | Shares | Sole | 2023-04-28 | |
| 2022-09-30 | $752,990 | 13,614 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $452,025 | 10,332 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $5,360,764 | 44,785 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $944,564 | 7,183 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,356,970 | 29,800 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $985,793 | 9,314 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $1,625,426 | 21,390 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $876,918 | 21,357 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $677,118 | 18,835 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||