Position in NET
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$59,113,108
+$1,482,023 QoQ
Shares Held
286,484
-2.0% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $5,999,885,140 across 72 Software - Infrastructure names. NET ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,645,986 | $4,310,994,637 | |
| 2 | ORCL |
Oracle Corp
|
2,885,329 | $424,460,749 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,082,245 | $173,505,518 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,112,303 | $162,707,682 | |
| 5 | SNPS |
Synopsys Inc
|
363,187 | $143,996,381 | |
| 6 | VRSN |
Verisign Inc/Ca
|
549,119 | $136,379,194 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
286,484 | $59,113,108 | |
| 8 | AKAM |
Akamai Technologies Inc
|
464,656 | $53,365,741 |
All Filings in NET
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,113,108 | 286,484 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $57,631,085 | 292,321 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $64,027,432 | 298,371 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $63,174,758 | 322,600 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $22,926,780 | 203,450 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $21,591,347 | 200,514 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,407,436 | 165,749 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $16,217,368 | 195,791 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,505,084 | 191,109 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,949,321 | 203,571 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,521,197 | 214,486 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,468,589 | 313,119 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,170,953 | 278,478 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,612,007 | 278,965 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $13,237,840 | 239,339 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,852,662 | 270,918 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $23,626,505 | 197,381 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,645,147 | 58,138 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,936,097 | 43,818 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $508,878 | 4,808 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,203,072 | 31,356 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,263,058 | 29,781 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $547,863 | 13,343 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $597,560 | 16,622 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $422,099 | 17,977 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||