Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$914,888,509
+$223,489,599 QoQ
Shares Held
3,729,976
+11.3% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#16
of 1,214 holders
Holding Since
Mar 2020
26 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, 2026FRANKLIN RESOURCES INC holds $24,256,404,934 across 80 Software - Infrastructure names. NET ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
47,757,602 | $17,814,540,688 | |
| 2 | ORCL |
Oracle Corp
|
10,499,419 | $1,538,689,849 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
3,729,976 | $914,888,509 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,651,188 | $904,108,126 | |
| 5 | SNPS |
Synopsys Inc
|
1,472,172 | $656,691,758 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,409,300 | $650,443,296 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
3,637,309 | $424,364,834 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
6,695,164 | $336,699,794 |
All Filings in NET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,888,509 | 3,729,976 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $691,398,910 | 3,350,775 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $704,951,420 | 3,575,711 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $679,292,367 | 3,165,536 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $692,911,357 | 3,538,331 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $391,223,392 | 3,471,678 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $353,050,521 | 3,278,701 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $163,238,606 | 2,018,032 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $179,019,732 | 2,161,291 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $203,818,336 | 2,104,909 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $201,671,704 | 2,422,192 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $160,872,279 | 2,551,908 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $162,936,096 | 2,492,521 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $194,071,087 | 3,147,439 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $150,781,407 | 3,335,134 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $189,928,896 | 3,433,898 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $130,896,193 | 2,991,913 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $313,956,939 | 2,622,865 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $486,883,483 | 3,702,536 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $268,880,453 | 2,386,866 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $268,759,616 | 2,539,301 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $173,501,027 | 2,469,414 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $181,604,169 | 2,389,843 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $129,518,226 | 3,154,365 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $144,507,891 | 4,019,691 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $128,110,918 | 5,456,172 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||