Position in NET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,859,726
+$1,236,320 QoQ
Shares Held
15,736
+23.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#390
of 1,214 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Atria Investments, Inc holds $215,971,327 across 28 Software - Infrastructure names. NET ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
349,531 | $130,382,053 | |
| 2 | ORCL |
Oracle Corp
|
187,567 | $27,487,943 | |
| 3 | PANW |
Palo Alto Networks Inc
|
49,838 | $16,995,754 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
51,729 | $6,035,222 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
31,380 | $5,986,833 | |
| 6 | SNPS |
Synopsys Inc
|
10,448 | $4,660,539 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
15,736 | $3,859,726 | |
| 8 | XYZ |
Block, Inc.
|
32,894 | $2,499,944 |
All Filings in NET
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,859,726 | 15,736 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,623,406 | 12,714 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,228,583 | 11,304 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,225,512 | 10,371 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,621,864 | 8,282 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||