Position in NET
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,773,129
+$433,777 QoQ
Shares Held
7,229
+11.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#536
of 1,210 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $184,049,747 across 18 Software - Infrastructure names. NET ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
346,475 | $129,242,104 | |
| 2 | ORCL |
Oracle Corp
|
117,271 | $17,186,065 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
110,588 | $12,902,301 | |
| 4 | PANW |
Palo Alto Networks Inc
|
24,253 | $8,270,758 | |
| 5 | FTNT |
Fortinet, Inc.
|
40,608 | $6,238,200 | |
| 6 | MDB |
MongoDB, Inc.
|
7,243 | $2,432,923 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
7,229 | $1,773,129 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
24,420 | $1,164,742 |
All Filings in NET
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,773,129 | 7,229 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,339,352 | 6,491 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,402,130 | 7,112 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,421,229 | 6,623 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,648,692 | 8,419 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $743,415 | 6,597 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $955,121 | 8,870 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $608,859 | 7,527 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $636,134 | 7,680 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $853,265 | 8,812 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $733,354 | 8,808 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $568,620 | 9,020 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||