Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,780,277
-$1,186,072 QoQ
Shares Held
23,167
-23.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026BROWN ADVISORY INC holds $4,311,485,477 across 27 Software - Infrastructure names. NET ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
9,717,825 | $3,597,247,278 | |
| 2 | IOT |
Samsara Inc.
|
10,098,893 | $320,033,918 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,747,857 | $280,216,433 | |
| 4 | ORCL |
Oracle Corp
|
246,995 | $36,335,434 | |
| 5 | EEFT |
Euronet Worldwide, Inc.
|
476,650 | $31,635,259 | |
| 6 | FTNT |
Fortinet, Inc.
|
95,703 | $7,820,849 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
23,167 | $4,780,277 | |
| 8 | NTAP |
NetApp, Inc.
|
45,849 | $4,694,478 |
All Filings in NET
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,780,277 | 23,167 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,966,349 | 30,263 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,349,084 | 24,927 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,884,402 | 35,155 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $737,443 | 6,544 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $245,618 | 2,281 | Shares | Defined | 2025-02-14 | |
| 2021-09-30 | $798,913 | 7,092 | Shares | Defined | 2021-11-12 | |
| 2020-12-31 | $841,893 | 11,079 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||