TrueMark Investments, LLC

Position in NET — Cloudflare, Inc.

CIK 1974457 CHICAGO, IL

Position in NET

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,426,800

-$1,550,403 QoQ

Shares Held

9,894

-48.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#484

of 1,214 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TrueMark Investments, LLC holds $8,152,450 across 5 Software - Infrastructure names. NET ranks #1 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NET	Cloudflare, Inc. This page	9,894	$2,426,800
2	PANW	Palo Alto Networks Inc	5,797	$1,976,892
3	MDB	MongoDB, Inc.	4,970	$1,669,423
4	IOT	Samsara Inc.	46,657	$1,513,086
5	CRWD	CrowdStrike Holdings, Inc.	11,872	$566,249

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,426,800	9,894	-48.7%	Shares	Sole	2026-07-22
2026-03-31	$3,977,203	19,275	+1.4%	Shares	Sole	2026-04-20
2025-12-31	$3,746,835	19,005	-2.8%	Shares	Sole	2026-01-14
2025-09-30	$4,194,805	19,548	-7.7%	Shares	Sole	2025-10-30
2025-06-30	$4,147,679	21,180	-3.7%	Shares	Sole	2025-07-29
2025-03-31	$2,478,391	21,993	-7.0%	Shares	Sole	2025-04-22
2024-12-31	$2,545,232	23,637	-7.6%	Shares	Sole	2025-02-12
2024-09-30	$2,069,570	25,585	-2.2%	Shares	Sole	2024-10-16
2024-06-30	$2,167,412	26,167	—	Shares	Sole	2024-07-29
No filing history on record for this holder in this stock.