Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$827,594,659
+$491,056,850 QoQ
Shares Held
4,010,830
+135.0% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 94.46017407868197.ToString("F0")%
None 5.539825921318031.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $26,101,987,742 across 51 Software - Infrastructure names. NET ranks #3 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,742,167 | $19,523,567,954 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
9,176,311 | $1,342,310,769 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
4,010,830 | $827,594,659 | |
| 4 | NTAP |
NetApp, Inc.
|
4,670,721 | $478,235,122 | |
| 5 | ORCL |
Oracle Corp
|
2,882,367 | $424,025,006 | |
| 6 | WIX |
Wix.com Ltd.
|
3,711,326 | $334,279,130 | |
| 7 | CPAY |
Corpay, Inc.
|
1,024,003 | $297,974,632 | |
| 8 | IOT |
Samsara Inc.
|
8,513,684 | $269,798,642 |
All Filings in NET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $827,594,659 | 4,010,830 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $336,537,809 | 1,707,014 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $269,467,958 | 1,255,734 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $247,300,586 | 1,262,833 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $944,567 | 8,382 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $638,542 | 5,930 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $326,309 | 4,034 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $318,729 | 3,848 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,266,821 | 178,321 | Shares | Defined | 2024-05-15 | |
| 2021-12-31 | $689,454 | 5,243 | Shares | Defined | 2022-02-11 | |
| 2020-06-30 | $845,939 | 23,531 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||