Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,062,025
+$2,805,683 QoQ
Shares Held
97,228
+11.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 74.70276052166042.ToString("F0")%
Shared 0.ToString("F0")%
None 25.297239478339574.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $1,910,477,694 across 67 Software - Infrastructure names. NET ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,342,378 | $1,237,248,064 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,231,510 | $197,435,683 | |
| 3 | VRSN |
Verisign Inc/Ca
|
678,655 | $168,550,755 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
720,217 | $105,353,342 | |
| 5 | ORCL |
Oracle Corp
|
415,626 | $61,142,740 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
97,228 | $20,062,025 | |
| 7 | TWLO |
Twilio Inc
|
110,428 | $13,894,050 | |
| 8 | FTNT |
Fortinet, Inc.
|
164,859 | $13,472,277 |
All Filings in NET
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,062,025 | 97,228 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,256,342 | 87,529 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,184,377 | 75,420 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $12,459,683 | 63,625 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,277,171 | 55,703 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,193,191 | 48,228 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,221,606 | 39,827 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $473,870 | 5,721 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $815,211 | 8,419 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $949,164 | 11,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $574,546 | 9,114 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $643,894 | 9,850 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $705,698 | 11,445 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $469,144 | 10,377 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $318,087 | 5,751 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $54,031 | 1,235 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $182,662 | 1,526 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $186,993 | 1,422 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $246,703 | 2,190 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $152,092 | 1,437 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $88,808 | 1,264 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $33,207 | 437 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||