Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,230,079
+$266,059 QoQ
Shares Held
5,015
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#602
of 1,219 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $133,479,531 across 24 Software - Infrastructure names. NET ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
236,371 | $88,171,110 | |
| 2 | PANW |
Palo Alto Networks Inc
|
25,037 | $8,538,117 | |
| 3 | IOT |
Samsara Inc.
|
247,355 | $8,021,722 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
38,592 | $7,362,774 | |
| 5 | ORCL |
Oracle Corp
|
34,667 | $5,080,448 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
37,255 | $4,346,540 | |
| 7 | FLYW |
Flywire Corp
|
78,218 | $1,374,290 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
5,015 | $1,230,079 |
All Filings in NET
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,230,079 | 5,015 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||