Position in NET
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,629,905
+$583,991 QoQ
Shares Held
18,876
-3.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#365
of 1,214 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JACKSON SQUARE CAPITAL, LLC holds $38,307,720 across 8 Software - Infrastructure names. NET ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,525 | $16,608,715 | |
| 2 | PANW |
Palo Alto Networks Inc
|
36,822 | $12,557,038 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
18,876 | $4,629,905 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
31,896 | $1,521,319 | |
| 5 | SNPS |
Synopsys Inc
|
2,585 | $1,153,090 | |
| 6 | CALX |
Calix, Inc
|
25,000 | $933,000 | |
| 7 | TENB |
Tenable Holdings, Inc.
|
18,321 | $675,678 | |
| 8 | GTLB |
Gitlab Inc.
|
7,500 | $228,975 |
All Filings in NET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,629,905 | 18,876 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,045,914 | 19,608 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,925,824 | 40,202 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,527,592 | 39,739 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,089,933 | 41,311 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,384,396 | 12,285 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,211,076 | 11,247 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $904,673 | 11,184 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $953,870 | 11,516 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,252,980 | 12,940 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,034,089 | 12,420 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $695,016 | 11,025 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,137,699 | 17,404 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,155,082 | 67,387 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,334,056 | 29,508 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,226,725 | 40,259 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,723,356 | 39,391 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $7,101,441 | 59,327 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $8,701,223 | 66,169 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $7,166,229 | 63,615 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,690,463 | 63,213 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $4,967,241 | 70,698 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $6,856,805 | 90,233 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $4,013,163 | 97,739 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,429,630 | 95,400 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $429,871 | 18,308 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||