Vestmark Advisory Solutions, Inc.

Position in NET — Cloudflare, Inc.

CIK 1736982 Wakefield, MA

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,408,197

+$1,572,774 QoQ

Shares Held

34,280

+3.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#294

of 1,217 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Technology · as of Jun 30, 2026

Vestmark Advisory Solutions, Inc. holds $212,878,456 across 24 Software - Infrastructure names. NET ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	318,424	$118,778,518
2	PANW	Palo Alto Networks Inc	64,250	$21,910,534
3	PLTR	Palantir Technologies Inc.	106,470	$12,421,852
4	NET	Cloudflare, Inc. This page	34,280	$8,408,197
5	ORCL	Oracle Corp	56,942	$8,344,848
6	CRWD	CrowdStrike Holdings, Inc.	37,164	$7,090,332
7	CHKP	Check Point Software Technologies Ltd	41,902	$5,507,178
8	CRWV	CoreWeave, Inc.	54,019	$5,377,051

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,408,197	34,280	+3.5%	Shares	Other	2026-08-14
2026-03-31	$6,835,423	33,127	+240.4%	Shares	Other	2026-05-15
2025-12-31	$1,918,859	9,733	+208.5%	Shares	Sole	2026-02-06
2025-09-30	$677,031	3,155	-48.3%	Shares	Other	2025-11-10
2025-06-30	$1,195,933	6,107	-12.3%	Shares	Other	2025-08-06
2025-03-31	$784,772	6,964	+67.7%	Shares	Other	2025-05-13
2024-12-31	$447,087	4,152	+49.2%	Shares	Other	2025-02-06
2023-12-31	$231,629	2,782	-57.2%	Shares	Sole	2024-02-06
2022-06-30	$284,112	6,494	0.0%	Shares	Sole	2022-08-04
2022-03-31	$777,331	6,494	+161.6%	Shares	Sole	2022-04-27
2021-12-31	$326,383	2,482	0.0%	Shares	Sole	2022-01-31
2021-09-30	$279,597	2,482	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.