Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$20,142,148
+$4,175,559 QoQ
Shares Held
82,119
+6.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#203
of 1,210 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $964,677,902 across 43 Software - Infrastructure names. NET ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,635,283 | $609,993,264 | |
| 2 | PANW |
Palo Alto Networks Inc
|
259,724 | $88,571,078 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
655,492 | $76,476,251 | |
| 4 | ORCL |
Oracle Corp
|
295,584 | $43,317,835 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
207,872 | $39,658,859 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
82,119 | $20,142,148 | |
| 7 | FTNT |
Fortinet, Inc.
|
75,612 | $11,615,515 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
68,702 | $9,029,503 |
All Filings in NET
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,142,148 | 82,119 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $15,966,589 | 77,380 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $12,650,721 | 64,168 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $13,749,425 | 64,073 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,552,207 | 58,991 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,740,068 | 33,189 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,301,253 | 30,658 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,303,100 | 28,472 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $2,753,103 | 33,238 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,261,778 | 44,013 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,752,361 | 45,068 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,661,548 | 42,220 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,936,289 | 44,918 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,390,619 | 38,771 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,840,047 | 40,700 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,936,624 | 35,014 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,640,625 | 37,500 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,183,541 | 26,596 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $903,405 | 6,870 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $854,112 | 7,582 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $685,314 | 6,475 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||