Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,457,075
-$666,490 QoQ
Shares Held
157,299
-6.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026FRONTIER CAPITAL MANAGEMENT CO LLC holds $268,971,790 across 9 Software - Infrastructure names. NET ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
1,036,569 | $119,049,949 | |
| 2 | MDB |
MongoDB, Inc.
|
214,316 | $52,458,127 | |
| 3 | DOCN |
DigitalOcean Holdings, Inc.
|
457,157 | $39,214,927 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
157,299 | $32,457,075 | |
| 5 | OKTA |
Okta, Inc.
|
132,612 | $10,437,890 | |
| 6 | XYZ |
Block, Inc.
|
131,628 | $7,921,373 | |
| 7 | ZS |
Zscaler, Inc.
|
34,449 | $4,832,850 | |
| 8 | PGY |
Pagaya Technologies Ltd.
|
196,696 | $2,291,508 |
All Filings in NET
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,457,075 | 157,299 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,123,565 | 168,012 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $65,658,960 | 305,974 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $53,410,282 | 272,738 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $436,222 | 3,871 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,013,376 | 9,411 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $212,659 | 2,629 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,885,797 | 34,840 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,448,393 | 66,595 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||