Position in NET
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$5,106,915
+$1,982,088 QoQ
Shares Held
24,750
+56.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0.49696969696969695.ToString("F0")%
Shared 0.ToString("F0")%
None 99.5030303030303.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NewEdge Advisors, LLC holds $817,636,752 across 70 Software - Infrastructure names. NET ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,572,845 | $582,220,033 | |
| 2 | PANW |
Palo Alto Networks Inc
|
496,994 | $79,678,078 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
464,688 | $67,974,560 | |
| 4 | ORCL |
Oracle Corp
|
381,102 | $56,063,915 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
24,750 | $5,106,915 | |
| 6 | CRWV |
CoreWeave, Inc.
|
59,155 | $4,582,737 | |
| 7 | SNPS |
Synopsys Inc
|
6,521 | $2,585,446 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
17,315 | $2,473,447 |
All Filings in NET
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,106,915 | 24,750 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $3,124,827 | 15,850 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,585,348 | 26,028 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,672,699 | 23,861 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,718,308 | 24,122 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,052,033 | 9,770 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $357,372 | 4,418 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $398,412 | 4,810 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $553,867 | 5,720 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $464,840 | 5,583 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $37,382 | 593 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $34,907 | 534 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,460 | 494 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $105,520 | 2,334 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $920,631 | 7,001 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,114,890 | 18,774 | Shares | Sole | 2021-10-29 | |
| 2020-12-31 | $1,277,391 | 16,810 | Shares | Sole | 2021-01-27 | |
| 2020-06-30 | $1,658,984 | 46,147 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||