Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,950,989
-$817,505 QoQ
Shares Held
28,339
-24.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#306
of 1,210 holders
Holding Since
Dec 2021
10 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, 2026ALLSTATE CORP holds $364,404,624 across 41 Software - Infrastructure names. NET ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
559,959 | $208,875,906 | |
| 2 | PANW |
Palo Alto Networks Inc
|
74,818 | $25,514,434 | |
| 3 | ORCL |
Oracle Corp
|
162,487 | $23,812,469 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
195,599 | $22,820,535 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
93,104 | $17,762,845 | |
| 6 | FTNT |
Fortinet, Inc.
|
56,906 | $8,741,898 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
28,339 | $6,950,989 | |
| 8 | SNPS |
Synopsys Inc
|
13,010 | $5,803,369 |
All Filings in NET
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,950,989 | 28,339 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,768,494 | 37,649 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,747,372 | 24,080 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,498,685 | 11,644 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,292,666 | 11,471 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $962,013 | 8,934 | Shares | Sole | 2025-02-12 | |
| 2022-12-31 | $587,323 | 12,991 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $708,687 | 12,813 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $1,883,718 | 15,737 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,084,595 | 23,457 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||