Position in NET
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,778,008
+$579,305 QoQ
Shares Held
23,156
+8.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 41.22905510450855.ToString("F0")%
Shared 0.ToString("F0")%
None 58.77094489549145.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $233,500,550 across 29 Software - Infrastructure names. NET ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
412,231 | $152,595,548 | |
| 2 | ORCL |
Oracle Corp
|
171,122 | $25,173,756 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
96,007 | $14,043,903 | |
| 4 | SNPS |
Synopsys Inc
|
15,707 | $6,227,510 | |
| 5 | PANW |
Palo Alto Networks Inc
|
38,132 | $6,113,321 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
23,156 | $4,778,008 | |
| 7 | VRSN |
Verisign Inc/Ca
|
15,494 | $3,848,089 | |
| 8 | DOX |
Amdocs Ltd
|
42,151 | $2,750,774 |
All Filings in NET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||