Position in NET
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,826,728
+$277,129 QoQ
Shares Held
8,853
+12.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Sowell Financial Services LLC holds $76,473,501 across 13 Software - Infrastructure names. NET ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
149,571 | $55,366,697 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
76,683 | $11,217,189 | |
| 3 | PANW |
Palo Alto Networks Inc
|
15,723 | $2,520,711 | |
| 4 | ORCL |
Oracle Corp
|
16,181 | $2,380,386 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
8,853 | $1,826,728 | |
| 6 | CRWV |
CoreWeave, Inc.
|
9,627 | $745,803 | |
| 7 | DOX |
Amdocs Ltd
|
9,163 | $597,977 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,503 | $537,106 |
All Filings in NET
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,826,728 | 8,853 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,549,599 | 7,860 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,518,868 | 7,078 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $704,008 | 3,595 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $226,506 | 2,010 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $29,087 | 414 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $31,307 | 412 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $12,318 | 300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,797 | 50 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,174 | 50 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||