Patriot Financial Group Insurance Agency, LLC
InsurancePosition in NET — Cloudflare, Inc.
CIK 1694883
Westborough, MA
Position in NET
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$673,081
+$548,026 QoQ
Shares Held
3,262
+111.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Sep 30, 2024CallValue
$80,890
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $33,296,854 across 9 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,519 | $19,590,637 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
44,402 | $5,180,381 | |
| 3 | FTNT |
Fortinet, Inc.
|
19,652 | $3,018,940 | |
| 4 | ORCL |
Oracle Corp
|
18,638 | $2,731,398 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,756 | $939,851 | |
| 6 | PATH |
UiPath, Inc.
|
85,374 | $928,015 | |
| 7 | VRSN |
Verisign Inc/Ca
|
2,400 | $603,744 | |
| 8 | PGY |
Pagaya Technologies Ltd.
|
13,118 | $239,403 |
All Filings in NET
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $673,081 | 3,262 | Shares | Sole | 2026-04-22 | |
| 2024-09-30 | $125,055 | 1,546 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $80,890 | 1,000 | Call | Sole | 2024-10-24 | |
| 2024-03-31 | $221,256 | 2,285 | Shares | Sole | 2024-04-30 | |
| 2022-06-30 | $51,450 | 1,176 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $77,086 | 644 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $18,278 | 139 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $12,053 | 107 | Shares | Sole | 2021-11-24 | |
| No filing history on record for this holder in this stock. | ||||||