Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,661,656
-$2,846,573 QoQ
Shares Held
8,053
-64.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 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, 2026Numerai GP LLC holds $32,239,244 across 32 Software - Infrastructure names. NET ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QLYS |
Qualys, Inc.
|
38,046 | $3,342,341 | |
| 2 | BOX |
Box Inc
|
130,084 | $3,075,185 | |
| 3 | NTAP |
NetApp, Inc.
|
29,383 | $3,008,525 | |
| 4 | OSPN |
OneSpan Inc.
|
196,185 | $2,065,828 | |
| 5 | NN |
Nextnav Inc.
|
124,055 | $1,987,361 | |
| 6 | DOX |
Amdocs Ltd
|
26,024 | $1,698,326 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
8,053 | $1,661,656 | |
| 8 | GDDY |
GoDaddy Inc.
|
19,879 | $1,643,396 |
All Filings in NET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,661,656 | 8,053 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,508,229 | 22,867 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,036,459 | 9,490 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,528,856 | 18,020 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,634,568 | 14,505 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $1,605,245 | 19,380 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $792,664 | 12,574 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||