Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$490,560
+$77,880 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#762
of 1,210 holders
Holding Since
Dec 2025
3 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, 2026MidFirst Bank holds $60,716,225 across 22 Software - Infrastructure names. NET ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
101,049 | $37,693,297 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
63,836 | $12,178,951 | |
| 3 | PANW |
Palo Alto Networks Inc
|
25,256 | $8,612,801 | |
| 4 | ORCL |
Oracle Corp
|
5,515 | $808,223 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
2,000 | $490,560 | |
| 6 | PRGS |
Progress Software Corp /Ma
|
14,000 | $470,120 | |
| 7 | CRWV |
CoreWeave, Inc.
|
1,127 | $112,181 | |
| 8 | SNPS |
Synopsys Inc
|
239 | $106,610 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,560 | 2,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $412,680 | 2,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $800,823 | 4,062 | Shares | Sole | 2026-02-25 | |
| No filing history on record for this holder in this stock. | ||||||