Position in NET
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$55,659,182
-$827,631 QoQ
Shares Held
226,921
-17.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2
of 107 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 84.40161994703003.ToString("F0")%
Shared 7.689019526619396.ToString("F0")%
None 7.9093605263505795.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $854,550,772 across 16 Software - Infrastructure names. NET ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
815,323 | $304,131,785 | |
| 2 | MDB |
MongoDB, Inc.
|
511,227 | $171,721,149 | |
| 3 | ACIW |
Aci Worldwide, Inc.
|
1,592,306 | $80,077,068 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
512,991 | $59,850,659 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
226,921 | $55,659,182 | |
| 6 | RBRK |
Rubrik, Inc.
|
539,684 | $43,325,831 | |
| 7 | TOST |
Toast, Inc.
|
1,199,504 | $33,370,201 | |
| 8 | TWLO |
Twilio Inc
|
138,114 | $28,497,061 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,659,182 | 226,921 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $56,486,813 | 273,756 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $67,814,079 | 343,972 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $86,215,395 | 401,768 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $84,285,232 | 430,400 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||