Position in NET
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$964,020
-$1,226 QoQ
Shares Held
4,672
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 1.0273972602739725.ToString("F0")%
Shared 0.ToString("F0")%
None 98.97260273972603.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $117,717,443 across 17 Software - Infrastructure names. NET ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
238,840 | $88,411,402 | |
| 2 | IOT |
Samsara Inc.
|
243,956 | $7,730,965 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
42,425 | $6,205,929 | |
| 4 | ORCL |
Oracle Corp
|
39,063 | $5,746,557 | |
| 5 | PANW |
Palo Alto Networks Inc
|
25,312 | $4,058,019 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
4,672 | $964,020 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
9,841 | $960,506 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
6,015 | $859,242 |
All Filings in NET
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $964,020 | 4,672 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $965,246 | 4,896 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $990,976 | 4,618 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $980,520 | 5,007 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $484,567 | 4,300 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $372,034 | 3,455 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $327,361 | 4,047 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $323,865 | 3,910 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $290,490 | 3,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $231,629 | 2,782 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $316,520 | 2,407 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $416,016 | 3,693 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $253,698 | 2,397 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $210,948 | 2,776 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||