Position in NET
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$734,858
-$11,886 QoQ
Shares Held
2,996
-17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#689
of 1,214 holders
Holding Since
Mar 2026
2 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, 2026Linden Thomas Advisory Services, LLC holds $65,130,991 across 20 Software - Infrastructure names. NET ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
38,340 | $13,074,706 | |
| 2 | MSFT |
Microsoft Corp
|
27,747 | $10,350,185 | |
| 3 | FFIV |
F5, Inc.
|
23,286 | $9,686,044 | |
| 4 | FTNT |
Fortinet, Inc.
|
53,077 | $8,153,688 | |
| 5 | OKTA |
Okta, Inc.
|
32,429 | $4,424,937 | |
| 6 | ORCL |
Oracle Corp
|
22,069 | $3,234,211 | |
| 7 | NTAP |
NetApp, Inc.
|
20,872 | $3,230,150 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
24,405 | $2,847,331 |
All Filings in NET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,858 | 2,996 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $746,744 | 3,619 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||