Position in NET
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,390,763
+$605,120 QoQ
Shares Held
21,978
-5.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#339
of 1,210 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NORDEN GROUP LLC holds $51,135,777 across 20 Software - Infrastructure names. NET ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
73,497 | $27,415,850 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
21,978 | $5,390,763 | |
| 3 | ORCL |
Oracle Corp
|
23,755 | $3,481,295 | |
| 4 | PANW |
Palo Alto Networks Inc
|
9,242 | $3,151,706 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
15,184 | $2,896,879 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
22,463 | $2,620,758 | |
| 7 | RBRK |
Rubrik, Inc.
|
12,033 | $966,009 | |
| 8 | FTNT |
Fortinet, Inc.
|
6,206 | $953,365 |
All Filings in NET
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,390,763 | 21,978 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,785,643 | 23,193 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,738,697 | 24,036 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,256,167 | 24,494 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,843,659 | 24,734 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,559,978 | 22,717 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,706,668 | 34,423 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,184,801 | 39,372 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,234,594 | 39,051 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,775,401 | 38,990 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||