Versant Capital Management, Inc

Position in NET — Cloudflare, Inc.

CIK 1735057 PHOENIX, AZ

Position in NET

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$286,732

+$155,707 QoQ

Shares Held

1,169

+84.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#887

of 1,214 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Versant Capital Management, Inc holds $79,811,130 across 75 Software - Infrastructure names. NET ranks #13 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	184,849	$68,952,373
2	PLTR	Palantir Technologies Inc.	9,687	$1,130,182
3	ORCL	Oracle Corp	6,388	$936,161
4	TWLO	Twilio Inc	4,156	$857,507
5	FTNT	Fortinet, Inc.	4,201	$645,357
6	PANW	Palo Alto Networks Inc	1,883	$642,140
7	FFIV	F5, Inc.	1,501	$624,355
8	MDB	MongoDB, Inc.	1,575	$529,042

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,732	1,169	+84.1%	Shares	Sole	2026-07-02
2026-03-31	$131,025	635	+3.4%	Shares	Sole	2026-04-07
2025-12-31	$121,050	614	+0.7%	Shares	Sole	2026-01-08
2025-09-30	$130,899	610	+1.5%	Shares	Sole	2025-10-27
2025-06-30	$117,693	601	-8.2%	Shares	Sole	2025-07-07
2025-03-31	$73,811	655	+19.3%	Shares	Sole	2025-04-03
2024-12-31	$59,116	549	+44.9%	Shares	Sole	2025-01-03
2024-09-30	$30,657	379	-16.9%	Shares	Sole	2024-10-07
2024-06-30	$37,770	456	+1202.9%	Shares	Sole	2024-07-08
2024-03-31	$3,389	35	0.0%	Shares	Sole	2024-04-03
2023-12-31	$2,914	35	+16.7%	Shares	Sole	2024-01-08
2023-09-30	$1,891	30	-6.2%	Shares	Sole	2023-10-12
2023-06-30	$2,091	32	+6.7%	Shares	Sole	2023-07-10
2023-03-31	$1,849	30	+25.0%	Shares	Sole	2023-04-10
2022-12-31	$1,085	24	-41.5%	Shares	Sole	2023-01-25
2022-09-30	$2,267	41	+925.0%	Shares	Sole	2022-12-30
2022-06-30	$175	4	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.