Position in NET
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,135,412
+$1,214,525 QoQ
Shares Held
10,349
+121.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 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 Mar 31, 2026Blueshift Asset Management, LLC holds $13,227,967 across 16 Software - Infrastructure names. NET ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DBX |
Dropbox, Inc.
|
101,805 | $2,313,009 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
10,349 | $2,135,412 | |
| 3 | PRGS |
Progress Software Corp /Ma
|
49,815 | $1,277,754 | |
| 4 | GEN |
Gen Digital Inc.
|
58,269 | $1,097,205 | |
| 5 | XYZ |
Block, Inc.
|
14,431 | $868,457 | |
| 6 | MDB |
MongoDB, Inc.
|
3,338 | $817,042 | |
| 7 | GDDY |
GoDaddy Inc.
|
9,728 | $804,213 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
15,228 | $624,500 |
All Filings in NET
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,135,412 | 10,349 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $920,887 | 4,671 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $720,378 | 3,357 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $457,458 | 2,336 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,116,532 | 9,908 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $784,448 | 7,285 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,209,148 | 39,673 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $1,343,613 | 13,876 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,296,524 | 15,572 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,634,375 | 25,926 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $846,672 | 12,952 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $388,396 | 6,299 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,208,598 | 26,733 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $312,778 | 5,655 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $784,393 | 17,929 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,663,006 | 20,251 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $329,050 | 2,921 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,413,046 | 22,799 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||