KORNITZER CAPITAL MANAGEMENT INC /KS
Position in NET — Cloudflare, Inc.
CIK 898358
SHAWNEE MISSION, KS
Position in NET
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,257,119
+$9,700,001 QoQ
Shares Held
41,818
+1448.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#272
of 1,210 holders
Holding Since
Jun 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KORNITZER CAPITAL MANAGEMENT INC /KS holds $247,231,896 across 17 Software - Infrastructure names. NET ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
519,782 | $193,889,081 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
41,818 | $10,257,119 | |
| 3 | IOT |
Samsara Inc.
|
176,942 | $5,738,229 | |
| 4 | PANW |
Palo Alto Networks Inc
|
15,212 | $5,187,596 | |
| 5 | VRNS |
Varonis Systems Inc
|
120,151 | $5,041,535 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
245,149 | $4,824,532 | |
| 7 | FOUR |
Shift4 Payments, Inc.
|
97,622 | $4,748,334 | |
| 8 | PAY |
Paymentus Holdings, Inc.
|
195,920 | $4,733,427 |
All Filings in NET
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,257,119 | 41,818 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $557,118 | 2,700 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $423,872 | 2,150 | Shares | Sole | 2026-02-02 | |
| 2021-06-30 | $936,684 | 8,850 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||