Position in NET
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$17,841,807
+$6,738,911 QoQ
Shares Held
86,468
+53.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $1,601,393,345 across 49 Software - Infrastructure names. NET ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,023,558 | $1,119,230,464 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,378,127 | $201,592,417 | |
| 3 | ORCL |
Oracle Corp
|
686,678 | $101,017,200 | |
| 4 | PANW |
Palo Alto Networks Inc
|
450,103 | $72,160,512 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
86,468 | $17,841,807 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
141,360 | $13,797,089 | |
| 7 | CRWV |
CoreWeave, Inc.
|
120,200 | $9,311,894 | |
| 8 | FTNT |
Fortinet, Inc.
|
112,784 | $9,216,708 |
All Filings in NET
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,841,807 | 86,468 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,102,896 | 56,317 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,313,174 | 57,380 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,924,676 | 60,893 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,740,777 | 59,817 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,238,656 | 57,937 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,818,655 | 47,208 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,564,347 | 55,105 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,495,526 | 46,427 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,943,062 | 59,369 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,588,299 | 56,921 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,414,667 | 52,236 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,299,981 | 53,519 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,109,408 | 46,658 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,770,035 | 50,082 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,229,368 | 50,957 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,651,182 | 38,857 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,991,214 | 37,956 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,114,647 | 45,403 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,175,305 | 30,001 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,063,746 | 29,373 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,276,660 | 29,960 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,962,011 | 47,784 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $702,642 | 19,545 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||