Position in NET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,180,791
+$2,313,957 QoQ
Shares Held
12,968
+208.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#64
of 351 holders
Holding Since
Sep 2020
22 quarters on record
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $298,905,724 across 29 Software - Infrastructure names. NET ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
390,062 | $145,500,927 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
52,444 | $40,022,114 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
333,196 | $38,873,977 | |
| 4 | PANW |
Palo Alto Networks Inc
|
95,382 | $32,527,169 | |
| 5 | ORCL |
Oracle Corp
|
109,258 | $16,011,759 | |
| 6 | CRWV |
CoreWeave, Inc.
|
64,417 | $6,412,068 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
12,968 | $3,180,791 | |
| 8 | FTNT |
Fortinet, Inc.
|
15,409 | $2,367,130 |
All Filings in NET
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,180,791 | 12,968 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $866,834 | 4,201 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $846,562 | 4,294 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $716,730 | 3,340 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $550,869 | 2,813 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $363,312 | 3,224 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $321,209 | 2,983 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $238,059 | 2,943 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $245,176 | 2,960 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $288,553 | 2,980 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $272,926 | 3,278 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $228,456 | 3,624 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $262,398 | 5,804 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $362,612 | 6,556 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $451,368 | 10,317 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,127,813 | 9,422 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,023,596 | 7,784 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $716,791 | 6,363 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $673,459 | 6,363 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $409,686 | 5,831 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $299,476 | 3,941 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $227,308 | 5,536 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||