Position in NET
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$711,312
+$257,364 QoQ
Shares Held
2,900
+31.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#692
of 1,210 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PIER 88 INVESTMENT PARTNERS LLC holds $2,461,268 across 8 Software - Infrastructure names. NET ranks #1 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
2,900 | $711,312 | |
| 2 | OKTA |
Okta, Inc.
|
3,100 | $422,995 | |
| 3 | FOUR |
Shift4 Payments, Inc.
|
7,600 | $369,664 | |
| 4 | TOST |
Toast, Inc.
|
10,900 | $303,238 | |
| 5 | INFQ |
Infleqtion, Inc.
|
19,600 | $261,072 | |
| 6 | NTNX |
Nutanix, Inc.
|
4,400 | $224,224 | |
| 7 | PRGS |
Progress Software Corp /Ma
|
3,500 | $117,530 | |
| 8 | EEFT |
Euronet Worldwide, Inc.
|
700 | $51,233 |
All Filings in NET
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,312 | 2,900 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $453,948 | 2,200 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,103,448 | 5,597 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,169,515 | 5,450 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,601,889 | 8,180 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,433,416 | 12,720 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,714,265 | 15,920 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,263,501 | 15,620 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,537,324 | 18,560 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $816,276 | 8,430 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,607,655 | 43,330 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,364,185 | 21,640 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,249,220 | 19,110 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $168,331 | 2,730 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $123,423 | 2,730 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $676,994 | 12,240 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $761,250 | 17,400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,680,588 | 14,040 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $431,977 | 3,285 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,370,387 | 12,165 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,980,983 | 28,165 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $198,484 | 2,825 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $165,278 | 2,175 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $292,757 | 7,130 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $248,414 | 6,910 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||