Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,835,423
+$4,916,564 QoQ
Shares Held
33,127
+240.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 12.05361185739729.ToString("F0")%
Shared 87.94638814260271.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Vestmark Advisory Solutions, Inc. holds $181,841,916 across 21 Software - Infrastructure names. NET ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
315,717 | $116,868,958 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
101,816 | $14,893,643 | |
| 3 | PANW |
Palo Alto Networks Inc
|
55,149 | $8,841,487 | |
| 4 | ORCL |
Oracle Corp
|
52,684 | $7,750,342 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
33,127 | $6,835,423 | |
| 6 | BLSH |
Bullish
|
129,818 | $4,638,397 | |
| 7 | CRWV |
CoreWeave, Inc.
|
53,875 | $4,173,696 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
22,813 | $3,258,836 |
All Filings in NET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,835,423 | 33,127 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,918,859 | 9,733 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $677,031 | 3,155 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,195,933 | 6,107 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $784,772 | 6,964 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $447,087 | 4,152 | Shares | Other | 2025-02-06 | |
| 2023-12-31 | $231,629 | 2,782 | Shares | Sole | 2024-02-06 | |
| 2022-06-30 | $284,112 | 6,494 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $777,331 | 6,494 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $326,383 | 2,482 | 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. | ||||||