YOUSIF CAPITAL MANAGEMENT, LLC

Position in NET — Cloudflare, Inc.

CIK 1858789 BLOOMFIELD HILLS, MI

Position in NET

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,052,741

+$164,448 QoQ

Shares Held

4,292

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#626

of 1,214 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $433,949,596 across 42 Software - Infrastructure names. NET ranks #26 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	738,401	$275,438,341
2	ORCL	Oracle Corp	172,605	$25,295,262
3	PANW	Palo Alto Networks Inc	74,030	$25,245,710
4	PLTR	Palantir Technologies Inc.	214,070	$24,975,546
5	FTNT	Fortinet, Inc.	59,634	$9,160,975
6	TWLO	Twilio Inc	42,214	$8,710,014
7	SNPS	Synopsys Inc	17,893	$7,981,530
8	OKTA	Okta, Inc.	46,770	$6,381,766

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,052,741	4,292	-0.3%	Shares	Sole	2026-07-16
2026-03-31	$888,293	4,305	+4.7%	Shares	Sole	2026-04-24
2025-12-31	$810,483	4,111	+2.7%	Shares	Sole	2026-01-21
2025-09-30	$858,789	4,002	-1.0%	Shares	Sole	2025-10-14
2025-06-30	$791,936	4,044	+1.9%	Shares	Sole	2025-07-25
2025-03-31	$447,266	3,969	+2.5%	Shares	Sole	2025-04-14
2024-12-31	$416,829	3,871	+0.4%	Shares	Sole	2025-01-27
2024-09-30	$311,992	3,857	+1.4%	Shares	Sole	2024-10-30
2024-06-30	$314,919	3,802	+1.8%	Shares	Sole	2024-07-31
2024-03-31	$361,660	3,735	+9.9%	Shares	Sole	2024-04-26
2023-12-31	$283,000	3,399	+4.0%	Shares	Sole	2024-02-01
2023-09-30	$206,077	3,269	-0.9%	Shares	Sole	2023-10-30
2023-06-30	$215,655	3,299	-12.2%	Shares	Sole	2023-08-02
2022-03-31	$449,712	3,757	+2.6%	Shares	Sole	2022-05-12
2021-12-31	$481,553	3,662	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.