Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,071,447
+$76,487 QoQ
Shares Held
10,039
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 98.30660424345055.ToString("F0")%
Shared 0.ToString("F0")%
None 1.693395756549457.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Equitable Holdings, Inc. holds $244,042,041 across 15 Software - Infrastructure names. NET ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
444,667 | $164,602,383 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
216,619 | $31,687,027 | |
| 3 | PANW |
Palo Alto Networks Inc
|
123,366 | $19,778,037 | |
| 4 | ORCL |
Oracle Corp
|
90,217 | $13,271,822 | |
| 5 | CRWV |
CoreWeave, Inc.
|
62,636 | $4,852,410 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
32,007 | $3,123,963 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
10,039 | $2,071,447 | |
| 8 | ZS |
Zscaler, Inc.
|
7,951 | $1,115,445 |
All Filings in NET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,071,447 | 10,039 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,994,960 | 10,119 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,810,710 | 8,438 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,653,196 | 8,442 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $217,040 | 1,926 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $255,955 | 2,377 | Shares | Defined | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||