CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
Position in NET — Cloudflare, Inc.
CIK 1329375
DALLAS, TX
Position in NET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,716,800
+$4,399,800 QoQ
Shares Held
60,000
+20.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#235
of 1,210 holders
Holding Since
Jun 2025
5 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, 2026CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT holds $84,799,812 across 6 Software - Infrastructure names. NET ranks #4 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
75,000 | $25,576,500 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
116,000 | $22,131,060 | |
| 3 | DOCN |
DigitalOcean Holdings, Inc.
|
140,400 | $22,047,012 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
60,000 | $14,716,800 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
7,000 | $179,130 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,500 | $149,310 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,716,800 | 60,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,317,000 | 50,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,914,500 | 30,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,437,700 | 30,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,937,450 | 15,000 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||