Position in NET
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$150,349,226
+$9,312,653 QoQ
Shares Held
728,648
+1.9% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Penserra Capital Management LLC holds $1,717,542,112 across 60 Software - Infrastructure names. NET ranks #1 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
728,648 | $150,349,226 | |
| 2 | PANW |
Palo Alto Networks Inc
|
687,400 | $110,203,967 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,155,010 | $94,387,416 | |
| 4 | FFIV |
F5, Inc.
|
324,850 | $93,988,849 | |
| 5 | OKTA |
Okta, Inc.
|
1,076,035 | $84,694,714 | |
| 6 | ATEN |
A10 Networks, Inc.
|
3,594,112 | $83,095,868 | |
| 7 | ZS |
Zscaler, Inc.
|
555,917 | $77,989,595 | |
| 8 | RDWR |
Radware Ltd
|
2,944,371 | $77,495,844 |
All Filings in NET
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,349,226 | 728,648 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $141,036,573 | 715,377 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $144,809,837 | 674,821 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $146,501,791 | 748,107 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $75,624,905 | 671,088 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $82,174,161 | 763,133 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $69,121,879 | 854,517 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $80,285,295 | 969,278 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $80,910,758 | 835,596 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,814,318 | 21,791 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $94,055 | 1,492 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $593,363 | 9,077 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $79,726 | 1,293 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $239,250 | 5,292 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $313,662 | 5,671 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $314,168 | 7,181 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $750,279 | 6,268 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $636,197 | 4,838 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $7,398,738 | 65,679 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,317,247 | 69,135 | Shares | Defined | 2021-08-12 | |
| 2020-12-31 | $365,663 | 4,812 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $90,332 | 2,200 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||