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Equibles

GOLDMAN SACHS GROUP INC

Position in NET — Cloudflare, Inc.

CIK 886982 NEW YORK, NY
Back to NET Full portfolio

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$753,492,554
+$247,471,355 QoQ
Shares Held
3,071,969
+25.3% QoQ
Ownership
0.863%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#21
of 1,214 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 87% Shared 0% None 12%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Derivatives in NET

reported options exposure · as of Jun 30, 2026
CallValue
$9,713,088
CallShares
39,600
PutValue
$42,605,136
PutShares
173,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

GOLDMAN SACHS GROUP INC holds $45,493,497,924 across 128 Software - Infrastructure names. NET ranks #9 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 63,933,083 $23,848,318,617
2 ORCL
Oracle Corp
 21,280,008 $3,118,585,170
3 PANW
Palo Alto Networks Inc
 7,933,568 $2,705,505,357
4 PLTR
Palantir Technologies Inc.
 22,705,848 $2,649,091,283
5 CRWV
CoreWeave, Inc.
 18,103,949 $1,802,067,081
6 CRWD
CrowdStrike Holdings, Inc.
 8,858,152 $1,690,002,526
7 FTNT
Fortinet, Inc.
 8,101,402 $1,244,537,372
8 SNPS
Synopsys Inc
 2,736,953 $1,220,872,621

All Filings in NET

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,713,088 39,600
2026-06-30 $42,605,136 173,700
2026-06-30 $753,492,554 3,071,969
2026-03-31 $13,412,100 65,000
2026-03-31 $506,021,199 2,452,366
2026-03-31 $7,531,410 36,500
2025-12-31 $460,159,728 2,334,059
2025-12-31 $7,195,975 36,500
2025-12-31 $21,035,905 106,700
2025-09-30 $22,896,753 106,700
2025-09-30 $7,167,306 33,400
2025-09-30 $521,232,240 2,428,968
2025-06-30 $26,104,139 133,300
2025-06-30 $353,550,108 1,805,393
2025-06-30 $20,895,061 106,700
2025-03-31 $131,890,683 1,170,385
2025-03-31 $42,472,861 376,900
2025-03-31 $40,557,131 359,900
2024-12-31 $81,608,839 757,883
2024-12-31 $279,968 2,600
2024-12-31 $915,280 8,500
2024-09-30 $210,314 2,600
2024-09-30 $69,502,386 859,221
2024-09-30 $687,565 8,500
2024-06-30 $704,055 8,500
2024-06-30 $1,457,808 17,600
2024-06-30 $68,125,354 822,472
2024-03-31 $76,090,078 785,811
2024-03-31 $823,055 8,500
2024-03-31 $7,320,348 75,600
2023-12-31 $3,871,590 46,500
2023-12-31 $76,984,442 924,627
2023-12-31 $216,476 2,600
2023-09-30 $18,332,032 290,800
2023-09-30 $10,685,280 169,500
2023-09-30 $82,289,515 1,305,354
2023-06-30 $1,961,100 30,000
2023-06-30 $49,976,082 764,511
2023-03-31 $1,849,800 30,000
2023-03-31 $58,296,692 945,454
2022-12-31 $76,994,844 1,703,049
2022-12-31 $1,360,821 30,100
2022-09-30 $1,664,831 30,100
2022-09-30 $100,151,364 1,810,728
2022-06-30 $1,316,875 30,100
2022-06-30 $76,308,573 1,744,196
2022-03-31 $3,602,970 30,100
2022-03-31 $116,352,708 972,036
2022-03-31 $371,070 3,100
2021-12-31 $89,213,544 678,430

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