Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,539,900
+$1,761,892 QoQ
Shares Held
26,663
+15.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#314
of 1,217 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $251,787,129 across 32 Software - Infrastructure names. NET ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
402,976 | $150,318,107 | |
| 2 | ORCL |
Oracle Corp
|
145,669 | $21,347,791 | |
| 3 | PANW |
Palo Alto Networks Inc
|
45,648 | $15,566,880 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
89,468 | $10,438,231 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
46,952 | $8,957,737 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
26,663 | $6,539,900 | |
| 7 | SNPS |
Synopsys Inc
|
11,210 | $5,000,444 | |
| 8 | VRSN |
Verisign Inc/Ca
|
18,538 | $4,663,419 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,539,900 | 26,663 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,778,008 | 23,156 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,198,703 | 21,297 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,549,737 | 21,202 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,733,199 | 13,957 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $718,060 | 6,372 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $216,221 | 2,008 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||