Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,599,712
+$13,952,814 QoQ
Shares Held
157,370
+31.7% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#142
of 1,210 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,131,120,429 across 56 Software - Infrastructure names. NET ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,433,235 | $2,399,725,316 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,108,508 | $719,043,395 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,370,232 | $261,419,708 | |
| 4 | ORCL |
Oracle Corp
|
1,154,283 | $169,160,170 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
955,741 | $111,506,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
703,513 | $108,073,664 | |
| 7 | DOX |
Amdocs Ltd
|
1,359,637 | $68,716,051 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
157,370 | $38,599,712 |
All Filings in NET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,599,712 | 157,370 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $24,646,898 | 119,448 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $22,831,742 | 115,809 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,921,009 | 102,153 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $15,907,268 | 81,230 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,080,412 | 53,957 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,066,342 | 47,050 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,915,192 | 36,039 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,918,934 | 47,313 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,972,703 | 51,355 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,164,129 | 38,003 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,290,368 | 36,332 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,470,656 | 37,795 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,394,996 | 38,842 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,897,371 | 41,968 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,351,945 | 42,523 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,663,280 | 60,875 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,737,286 | 64,639 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,525,366 | 42,018 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,882,812 | 43,345 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,262,811 | 40,276 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,779,695 | 39,563 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,309,591 | 43,553 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,476,475 | 35,959 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,032,144 | 56,527 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,017,763 | 43,346 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||