Position in NET
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$16,483,883
+$1,835,245 QoQ
Shares Held
79,887
+7.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 8.907581959517819.ToString("F0")%
Shared 0.042560116164081764.ToString("F0")%
None 91.0498579243181.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $2,207,618,471 across 43 Software - Infrastructure names. NET ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,269,343 | $1,580,382,697 | |
| 2 | ORCL |
Oracle Corp
|
1,783,538 | $262,376,273 | |
| 3 | PANW |
Palo Alto Networks Inc
|
539,857 | $86,549,873 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
528,012 | $77,237,594 | |
| 5 | TWLO |
Twilio Inc
|
455,275 | $57,282,699 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
274,507 | $26,792,567 | |
| 7 | AKAM |
Akamai Technologies Inc
|
155,245 | $17,829,886 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
79,887 | $16,483,883 |
All Filings in NET
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,483,883 | 79,887 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $14,648,638 | 74,302 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $17,395,094 | 81,062 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $16,643,591 | 84,990 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $8,062,743 | 71,548 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $7,757,266 | 72,040 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $2,029,691 | 25,092 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,969,283 | 23,775 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $2,707,366 | 27,960 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,363,584 | 28,388 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $1,768,712 | 28,057 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,848,923 | 28,284 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,764,954 | 28,624 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,323,250 | 29,269 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $985,235 | 17,813 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $752,630 | 17,203 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $2,607,423 | 21,783 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,523,558 | 11,586 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,398,419 | 39,045 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,239,809 | 11,714 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $340,690 | 4,849 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $356,621 | 4,693 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $418,318 | 10,188 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $454,767 | 12,650 | Shares | Defined | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||