Position in NET
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$411,825
New position
Shares Held
1,679
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#805
of 1,214 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STEPHENS INC /AR/ holds $249,080,981 across 19 Software - Infrastructure names. NET ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
390,296 | $145,588,213 | |
| 2 | PANW |
Palo Alto Networks Inc
|
85,818 | $29,265,654 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
238,173 | $27,787,643 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
106,132 | $20,248,393 | |
| 5 | ORCL |
Oracle Corp
|
58,583 | $8,585,338 | |
| 6 | OKTA |
Okta, Inc.
|
30,200 | $4,120,790 | |
| 7 | XYZ |
Block, Inc.
|
38,038 | $2,890,888 | |
| 8 | CRWV |
CoreWeave, Inc.
|
20,508 | $2,041,366 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,825 | 1,679 | Shares | Defined | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||