Cambridge Investment Research Advisors, Inc.
Position in NET — Cloudflare, Inc.
CIK 1419186
FAIRFIELD, IA
Position in NET
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$19,730,077
+$2,215,732 QoQ
Shares Held
80,439
-5.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#205
of 1,214 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $914,544,587 across 51 Software - Infrastructure names. NET ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,291,017 | $481,575,161 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,067,013 | $124,488,406 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
580,832 | $110,814,033 | |
| 4 | PANW |
Palo Alto Networks Inc
|
182,099 | $62,099,400 | |
| 5 | ORCL |
Oracle Corp
|
325,612 | $47,718,438 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
80,439 | $19,730,077 | |
| 7 | CRWV |
CoreWeave, Inc.
|
84,164 | $8,377,684 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,015 | $7,990,544 |
All Filings in NET
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,730,077 | 80,439 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $17,514,345 | 84,881 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $17,268,959 | 87,593 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $19,509,664 | 90,916 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,664,165 | 95,308 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,399,033 | 92,280 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,870,917 | 91,669 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,521,637 | 92,986 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,853,596 | 70,670 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,832,808 | 70,565 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,477,675 | 65,790 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,947,943 | 62,626 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,095,038 | 62,644 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,682,088 | 59,716 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,463,221 | 54,484 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,432,091 | 43,972 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,288,300 | 52,304 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,712,562 | 47,724 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,620,614 | 65,556 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $17,094,862 | 151,752 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $12,366,345 | 116,840 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,881,756 | 97,947 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,240,222 | 82,119 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,854,926 | 45,176 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $274,550 | 7,637 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||