NFSG Corp

Position in NET — Cloudflare, Inc.

CIK 1879757 BOCA RATON, FL

Position in NET

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$5,356,999

+$553,637 QoQ

Shares Held

25,962

+6.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

NFSG Corp holds $57,292,222 across 32 Software - Infrastructure names. NET ranks #5 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	41,874	$15,500,498
2	PLTR	Palantir Technologies Inc.	89,462	$13,086,501
3	ORCL	Oracle Corp	58,215	$8,564,008
4	CRWV	CoreWeave, Inc.	70,427	$5,455,979
5	NET	Cloudflare, Inc. This page	25,962	$5,356,999
6	CRWD	CrowdStrike Holdings, Inc.	34,276	$3,345,423
7	SNPS	Synopsys Inc	4,902	$1,943,544
8	PANW	Palo Alto Networks Inc	8,686	$1,392,539

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,356,999	25,962	+6.6%	Shares	Sole	2026-05-05
2025-12-31	$4,803,362	24,364	+23.3%	Shares	Sole	2026-01-21
2025-09-30	$4,240,727	19,762	+16.8%	Shares	Sole	2025-11-13
2025-06-30	$3,312,660	16,916	+81.0%	Shares	Sole	2025-08-19
2025-03-31	$1,053,426	9,348	+42.5%	Shares	Sole	2025-05-15
2024-12-31	$706,380	6,560	-3.0%	Shares	Sole	2025-01-28
2024-09-30	$546,816	6,760	-3.6%	Shares	Sole	2024-11-12
2024-06-30	$580,555	7,009	+30.2%	Shares	Sole	2024-09-11
2024-03-31	$521,429	5,385	-1.1%	Shares	Sole	2024-04-24
2023-12-31	$453,350	5,445	0.0%	Shares	Sole	2024-03-28
2023-09-30	$343,252	5,445	0.0%	Shares	Sole	2023-10-17
2023-06-30	$355,939	5,445	+82.3%	Shares	Sole	2023-07-21
2023-03-31	$184,178	2,987	0.0%	Shares	Sole	2023-04-18
2022-12-31	$135,042	2,987	-24.6%	Shares	Sole	2023-01-17
2022-09-30	$219,138	3,962	+23.3%	Shares	Sole	2022-10-13
2022-06-30	$140,525	3,212	+10.3%	Shares	Sole	2022-07-15
2022-03-31	$348,566	2,912	+100.8%	Shares	Sole	2022-04-26
2021-12-31	$190,675	1,450	+6.8%	Shares	Sole	2022-01-19
2021-09-30	$152,978	1,358	+11.0%	Shares	Sole	2021-10-27
2021-06-30	$129,442	1,223	0.0%	Shares	Sole	2021-09-07
2021-03-31	$85,927	1,223	+98.9%	Shares	Sole	2021-09-07
2020-12-31	$46,733	615	+846.2%	Shares	Sole	2021-09-07
2020-09-30	$2,668	65	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.