Position in NET
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$672,874
+$167,185 QoQ
Shares Held
3,261
+27.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 43%
Shared 37%
None 20%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Savant Capital, LLC holds $129,120,674 across 27 Software - Infrastructure names. NET ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
271,057 | $100,337,169 | |
| 2 | ORCL |
Oracle Corp
|
86,346 | $12,702,360 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
27,681 | $4,049,176 | |
| 4 | SNPS |
Synopsys Inc
|
5,046 | $2,000,638 | |
| 5 | PANW |
Palo Alto Networks Inc
|
11,978 | $1,920,312 | |
| 6 | FTNT |
Fortinet, Inc.
|
9,937 | $812,051 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
3,261 | $672,874 | |
| 8 | TWLO |
Twilio Inc
|
5,138 | $646,463 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $672,874 | 3,261 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $505,689 | 2,565 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $464,587 | 2,165 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $403,997 | 2,063 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $236,572 | 2,197 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||