Position in NET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,745,478
+$2,835,717 QoQ
Shares Held
47,886
+10.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
#259
of 1,210 holders
Holding Since
Jun 2024
9 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, 2026GLYNN CAPITAL MANAGEMENT LLC holds $116,027,835 across 8 Software - Infrastructure names. NET ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INFQ |
Infleqtion, Inc.
|
4,315,260 | $57,479,263 | |
| 2 | CRWV |
CoreWeave, Inc.
|
146,007 | $14,533,536 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
47,886 | $11,745,478 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
59,884 | $11,424,968 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
68,776 | $8,024,095 | |
| 6 | TOST |
Toast, Inc.
|
252,629 | $7,028,138 | |
| 7 | IOT |
Samsara Inc.
|
175,678 | $5,697,237 | |
| 8 | MSFT |
Microsoft Corp
|
255 | $95,120 |
All Filings in NET
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,745,478 | 47,886 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,909,761 | 43,180 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,386,256 | 52,682 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,292,327 | 71,263 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,927,568 | 106,866 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,682,075 | 156,909 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $23,160,568 | 215,087 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $20,312,126 | 251,108 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,765,371 | 202,407 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||