Position in NET
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$374,542
+$59,461 QoQ
Shares Held
1,527
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#822
of 1,210 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Napier Financial, LLC holds $3,066,881 across 12 Software - Infrastructure names. NET ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,033 | $2,250,429 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
1,527 | $374,542 | |
| 3 | ORCL |
Oracle Corp
|
1,199 | $175,713 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,213 | $141,520 | |
| 5 | MDB |
MongoDB, Inc.
|
140 | $47,026 | |
| 6 | PANW |
Palo Alto Networks Inc
|
100 | $34,102 | |
| 7 | FTNT |
Fortinet, Inc.
|
160 | $24,579 | |
| 8 | DOX |
Amdocs Ltd
|
200 | $10,108 |
All Filings in NET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,542 | 1,527 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $315,081 | 1,527 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||