Position in NET
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,565,967
-$290,484 QoQ
Shares Held
17,282
-11.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Meridian Wealth Management, LLC holds $104,150,312 across 12 Software - Infrastructure names. NET ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
169,280 | $62,662,377 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
130,559 | $19,098,170 | |
| 3 | ORCL |
Oracle Corp
|
55,297 | $8,134,741 | |
| 4 | PANW |
Palo Alto Networks Inc
|
38,597 | $6,187,871 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
17,282 | $3,565,967 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,674 | $1,334,616 | |
| 7 | TWLO |
Twilio Inc
|
7,735 | $973,217 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,109 | $938,084 |
All Filings in NET
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,565,967 | 17,282 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,856,451 | 19,561 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,456,207 | 6,786 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,337,714 | 6,831 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $733,386 | 6,508 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $755,590 | 7,017 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $582,246 | 7,198 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $604,576 | 7,299 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $782,477 | 9,398 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $615,585 | 9,765 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $637,553 | 9,753 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,828,650 | 29,657 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,250,915 | 27,669 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,532,087 | 27,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,190,000 | 27,200 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,093,885 | 25,847 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,074,059 | 38,586 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,870,440 | 16,604 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $352,341 | 3,329 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $240,710 | 3,426 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $316,422 | 4,164 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||