ASSETMARK, INC

Position in NET — Cloudflare, Inc.

CIK 1344551 CONCORD, CA

Position in NET

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$12,830,840

+$782,413 QoQ

Shares Held

62,183

+1.8% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

ASSETMARK, INC holds $914,030,770 across 59 Software - Infrastructure names. NET ranks #7 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	2,023,261	$748,950,524
2	PLTR	Palantir Technologies Inc.	380,533	$55,664,367
3	CHKP	Check Point Software Technologies Ltd	223,868	$31,979,543
4	ORCL	Oracle Corp	137,810	$20,273,229
5	VRSN	Verisign Inc/Ca	61,317	$15,228,690
6	PANW	Palo Alto Networks Inc	93,073	$14,921,463
7	NET	Cloudflare, Inc. This page	62,183	$12,830,840
8	FTNT	Fortinet, Inc.	27,395	$2,238,719

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,830,840	62,183	+1.8%	Shares	Sole	2026-05-06
2025-12-31	$12,048,427	61,113	+19.8%	Shares	Sole	2026-01-23
2025-09-30	$10,942,373	50,992	+5.7%	Shares	Sole	2025-11-06
2025-06-30	$9,448,014	48,246	+35.1%	Shares	Sole	2025-08-04
2025-03-31	$4,023,821	35,707	+16.2%	Shares	Sole	2025-05-06
2024-12-31	$3,307,821	30,719	+14668.8%	Shares	Sole	2025-02-06
2024-09-30	$16,825	208	+39.6%	Shares	Sole	2024-11-01
2024-06-30	$12,341	149	+4866.7%	Shares	Sole	2024-08-13
2023-12-31	$249	3	-95.0%	Shares	Sole	2024-02-09
2022-09-30	$3,318	60	-95.1%	Shares	Sole	2022-11-01
2021-12-31	$162,665	1,237	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.