QRG CAPITAL MANAGEMENT, INC.

Position in NET — Cloudflare, Inc.

CIK 1996454 BERWYN, PA

Position in NET

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$21,897,862

+$7,379,161 QoQ

Shares Held

89,277

+26.9% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#191

of 1,210 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

QRG CAPITAL MANAGEMENT, INC. holds $668,718,499 across 25 Software - Infrastructure names. NET ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,280,983	$477,832,278
2	PLTR	Palantir Technologies Inc.	386,796	$45,127,489
3	ORCL	Oracle Corp	300,056	$43,973,206
4	PANW	Palo Alto Networks Inc	103,822	$35,405,378
5	NET	Cloudflare, Inc. This page	89,277	$21,897,862
6	FTNT	Fortinet, Inc.	85,054	$13,065,995
7	XYZ	Block, Inc.	122,158	$9,284,008
8	SNPS	Synopsys Inc	10,739	$4,790,345

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,897,862	89,277	+26.9%	Shares	Sole	2026-07-14
2026-03-31	$14,518,701	70,363	+21.1%	Shares	Sole	2026-04-27
2025-12-31	$11,456,189	58,109	+11.9%	Shares	Sole	2026-02-02
2025-09-30	$11,138,937	51,908	-15.2%	Shares	Sole	2025-10-28
2025-06-30	$11,982,641	61,189	-6.1%	Shares	Sole	2025-07-21
2025-03-31	$7,341,866	65,151	+34.7%	Shares	Sole	2025-04-17
2024-12-31	$5,209,666	48,381	-1.2%	Shares	Sole	2025-02-05
2024-09-30	$3,960,131	48,957	-13.4%	Shares	Sole	2024-10-30
2024-06-30	$4,683,125	56,539	-55.7%	Shares	Sole	2024-07-12
2024-03-31	$12,371,194	127,762	-3.7%	Shares	Sole	2024-05-07
2023-12-31	$11,042,607	132,628	-8.8%	Shares	Sole	2024-02-07
2023-09-30	$9,165,322	145,389	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.