Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,572,991
+$8,115,916 QoQ
Shares Held
165,415
+5.2% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#136
of 1,217 holders
Holding Since
Mar 2024
10 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, 2026FRONTIER CAPITAL MANAGEMENT CO LLC holds $414,988,556 across 9 Software - Infrastructure names. NET ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
1,136,573 | $134,354,294 | |
| 2 | MDB |
MongoDB, Inc.
|
334,098 | $112,223,518 | |
| 3 | PGY |
Pagaya Technologies Ltd.
|
2,296,417 | $41,909,610 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
165,415 | $40,572,991 | |
| 5 | ZS |
Zscaler, Inc.
|
222,274 | $31,373,975 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
168,117 | $26,399,412 | |
| 7 | OKTA |
Okta, Inc.
|
112,252 | $15,316,785 | |
| 8 | XYZ |
Block, Inc.
|
162,883 | $12,379,108 |
All Filings in NET
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,572,991 | 165,415 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||