Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$86,557,979
+$63,731,164 QoQ
Shares Held
419,492
+262.3% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026Woodline Partners LP holds $1,073,710,448 across 28 Software - Infrastructure names. NET ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,411,889 | $522,638,951 | |
| 2 | AKAM |
Akamai Technologies Inc
|
856,926 | $98,417,951 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
419,492 | $86,557,979 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
543,243 | $79,465,586 | |
| 5 | ORCL |
Oracle Corp
|
449,710 | $66,156,838 | |
| 6 | OKTA |
Okta, Inc.
|
559,731 | $44,056,427 | |
| 7 | TWLO |
Twilio Inc
|
275,639 | $34,680,898 | |
| 8 | FTNT |
Fortinet, Inc.
|
361,279 | $29,523,719 |
All Filings in NET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,557,979 | 419,492 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,826,815 | 115,784 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,314,175 | 183,206 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,261,352 | 16,654 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $6,638,041 | 61,646 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $21,725,223 | 344,626 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||