Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$203,576,486
+$67,395,716 QoQ
Shares Held
986,607
+42.8% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026MARSHALL WACE, LLP holds $3,374,792,798 across 87 Software - Infrastructure names. NET ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,370,398 | $1,247,620,226 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,957,372 | $432,604,375 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
986,607 | $203,576,486 | |
| 4 | RELY |
Remitly Global, Inc.
|
6,399,375 | $100,278,205 | |
| 5 | SNPS |
Synopsys Inc
|
237,917 | $94,329,331 | |
| 6 | PANW |
Palo Alto Networks Inc
|
575,068 | $92,194,901 | |
| 7 | ORCL |
Oracle Corp
|
588,225 | $86,533,778 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
1,916,672 | $83,816,065 |
All Filings in NET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,576,486 | 986,607 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $136,180,770 | 690,747 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $113,041,933 | 526,781 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $84,804,571 | 433,052 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $65,761,263 | 583,559 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $176,085,011 | 1,635,262 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $234,672,809 | 2,901,135 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $128,265,153 | 1,548,535 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $67,122,652 | 693,201 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $43,296,447 | 520,015 | Shares | Other | 2024-02-14 | |
| 2023-03-31 | $136,259,597 | 2,209,854 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $119,540,167 | 2,644,109 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $3,064,284 | 55,402 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $22,452,586 | 513,202 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $12,973,564 | 108,384 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,522,901 | 11,581 | Shares | Other | 2022-02-14 | |
| 2020-12-31 | $1,124,803 | 14,802 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,863,006 | 94,082 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $813,440 | 22,627 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||