Compound Planning, Inc.

Position in NET — Cloudflare, Inc.

CIK 1978879 NEW YORK, NY

Position in NET

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,368,907

+$182,041 QoQ

Shares Held

5,581

-3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#581

of 1,214 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $97,759,553 across 23 Software - Infrastructure names. NET ranks #9 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	135,077	$50,386,421
2	CRWV	CoreWeave, Inc.	94,752	$9,431,614
3	PLTR	Palantir Technologies Inc.	73,535	$8,579,328
4	ORCL	Oracle Corp	43,573	$6,385,622
5	PANW	Palo Alto Networks Inc	16,091	$5,487,352
6	FTNT	Fortinet, Inc.	28,846	$4,431,321
7	CRWD	CrowdStrike Holdings, Inc.	18,140	$3,460,839
8	TWLO	Twilio Inc	8,590	$1,772,373

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,368,907	5,581	-3.0%	Shares	Other	2026-08-04
2026-03-31	$1,186,866	5,752	+25.5%	Shares	Sole	2026-05-14
2025-12-31	$903,538	4,583	-4.1%	Shares	Sole	2026-02-19
2025-09-30	$1,025,954	4,781	+14.2%	Shares	Sole	2025-11-10
2025-06-30	$819,548	4,185	+15.7%	Shares	Sole	2025-08-14
2025-03-31	$407,599	3,617	+21.9%	Shares	Sole	2025-05-14
2024-12-31	$319,378	2,966	+3.3%	Shares	Sole	2025-01-17
2024-09-30	$232,316	2,872	-20.1%	Shares	Sole	2024-10-08
2024-06-30	$297,773	3,595	-20.3%	Shares	Sole	2024-07-26
2024-03-31	$436,509	4,508	-2.7%	Shares	Sole	2024-05-07
2023-12-31	$385,577	4,631	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.