Position in NET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$705,180
-$5,700,438 QoQ
Shares Held
2,875
-90.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#695
of 1,210 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sciencast Management LP holds $15,998,537 across 9 Software - Infrastructure names. NET ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
27,494 | $4,223,628 | |
| 2 | XYZ |
Block, Inc.
|
54,395 | $4,134,020 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
31,340 | $3,656,437 | |
| 4 | GTLB |
Gitlab Inc.
|
59,320 | $1,811,039 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
2,875 | $705,180 | |
| 6 | S |
SentinelOne, Inc.
|
36,994 | $627,788 | |
| 7 | GDDY |
GoDaddy Inc.
|
4,445 | $377,291 | |
| 8 | PATH |
UiPath, Inc.
|
23,625 | $256,803 |
All Filings in NET
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,180 | 2,875 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,405,618 | 31,044 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,443,335 | 7,321 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $978,530 | 4,560 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $2,907,402 | 25,800 | Shares | Sole | 2025-05-16 | |
| 2023-03-31 | $506,783 | 8,219 | Shares | Sole | 2023-05-15 | |
| 2021-09-30 | $442,489 | 3,928 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $716,652 | 10,200 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,523,219 | 20,045 | Shares | Sole | 2021-02-04 | |
| 2020-06-30 | $459,548 | 12,783 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||