Position in NET
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,415,828
-$1,012,610 QoQ
Shares Held
11,708
-32.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Sterling Capital Management LLC holds $270,201,896 across 86 Software - Infrastructure names. NET ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
409,607 | $151,624,222 | |
| 2 | ORCL |
Oracle Corp
|
247,068 | $36,346,172 | |
| 3 | AKAM |
Akamai Technologies Inc
|
184,551 | $21,195,681 | |
| 4 | SNPS |
Synopsys Inc
|
49,734 | $19,718,535 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
66,348 | $9,705,384 | |
| 6 | FFIV |
F5, Inc.
|
21,661 | $6,267,176 | |
| 7 | PANW |
Palo Alto Networks Inc
|
31,839 | $5,104,427 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
11,708 | $2,415,828 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,415,828 | 11,708 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,428,438 | 17,390 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,347,389 | 15,599 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,881,558 | 30,034 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $115,056 | 1,021 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $520,955 | 4,838 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $441,497 | 5,458 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||