Position in NET
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,471,447
+$1,524,836 QoQ
Shares Held
14,153
+50.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#420
of 1,214 holders
Holding Since
Jun 2021
7 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, 2026WD RUTHERFORD LLC holds $21,825,463 across 6 Software - Infrastructure names. NET ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
25,328 | $8,637,354 | |
| 2 | MSFT |
Microsoft Corp
|
15,230 | $5,681,094 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
14,153 | $3,471,447 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
53,868 | $2,569,301 | |
| 5 | ZS |
Zscaler, Inc.
|
5,374 | $758,540 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,607 | $707,727 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,471,447 | 14,153 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,946,611 | 9,434 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $925,027 | 4,692 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $30,523 | 255 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,853,492 | 14,095 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,589,491 | 14,110 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $13,230 | 125 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||