UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in NET — Cloudflare, Inc.
CIK 861177
NEW YORK, NY
Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$593,228,561
+$68,290,735 QoQ
Shares Held
2,418,577
-4.9% QoQ
Ownership
0.679%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $38,893,162,476 across 86 Software - Infrastructure names. NET ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
64,375,360 | $24,013,296,782 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,778,963 | $2,993,801,957 | |
| 3 | ORCL |
Oracle Corp
|
14,680,278 | $2,151,394,734 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
13,026,638 | $1,519,817,849 | |
| 5 | SNPS |
Synopsys Inc
|
3,087,349 | $1,377,173,762 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
6,585,152 | $1,256,348,218 | |
| 7 | FTNT |
Fortinet, Inc.
|
6,312,496 | $969,725,630 | |
| 8 | NTAP |
NetApp, Inc.
|
4,444,057 | $687,762,255 |
All Filings in NET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,228,561 | 2,418,577 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $524,937,826 | 2,544,043 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $485,746,447 | 2,463,842 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $533,020,310 | 2,483,901 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $556,704,733 | 2,842,796 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $352,610,385 | 3,129,030 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $252,290,682 | 2,342,967 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $175,392,565 | 2,168,285 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $181,265,413 | 2,188,403 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $117,786,137 | 1,216,422 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $96,966,673 | 1,164,625 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $72,797,201 | 1,154,778 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $63,138,526 | 965,864 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $59,555,171 | 965,864 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $40,924,991 | 905,220 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $51,310,584 | 927,691 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $40,677,828 | 929,779 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $113,432,024 | 947,636 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $117,404,775 | 892,812 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $94,685,476 | 840,528 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $83,482,355 | 788,760 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $40,348,910 | 574,280 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $33,515,463 | 441,051 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $16,894,670 | 411,463 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $19,332,255 | 537,754 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $13,848,573 | 589,803 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||