Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,248,992
-$29,185 QoQ
Shares Held
21,400
-16.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#347
of 1,214 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $316,369,443 across 10 Software - Infrastructure names. NET ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
783,550 | $292,279,820 | |
| 2 | ORCL |
Oracle Corp
|
55,803 | $8,177,929 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
21,400 | $5,248,992 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
36,175 | $4,754,480 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
31,551 | $3,681,055 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,209 | $1,094,332 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,600 | $358,344 | |
| 8 | SNPS |
Synopsys Inc
|
646 | $288,161 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,248,992 | 21,400 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,278,177 | 25,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,043,097 | 25,580 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,489,212 | 25,580 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,547,863 | 28,330 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,775,115 | 33,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,468,720 | 41,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,356,935 | 41,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,437,445 | 41,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,018,445 | 41,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,225,445 | 50,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,641,376 | 41,900 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,778,225 | 42,500 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,620,550 | 42,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,966,635 | 43,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,405,985 | 43,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,903,125 | 43,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,926,432 | 174,824 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,590,311 | 179,394 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,089,295 | 222,719 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $19,039,133 | 179,886 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,189,424 | 102,326 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,444,008 | 111,120 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||