Position in NET
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$279,373
+$254,335 QoQ
Shares Held
1,139
+796.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#363
of 547 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HM PAYSON & CO holds $412,368,993 across 23 Software - Infrastructure names. NET ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
948,625 | $353,856,097 | |
| 2 | ORCL |
Oracle Corp
|
325,784 | $47,743,645 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,161 | $4,488,163 | |
| 4 | WEX |
WEX Inc.
|
29,500 | $4,162,154 | |
| 5 | MDB |
MongoDB, Inc.
|
1,674 | $562,296 | |
| 6 | OKTA |
Okta, Inc.
|
2,450 | $334,302 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
1,139 | $279,373 | |
| 8 | GEN |
Gen Digital Inc.
|
7,100 | $176,719 |
All Filings in NET
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,373 | 1,139 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $25,038 | 127 | Shares | Sole | 2026-02-12 | |
| 2024-09-30 | $16,178 | 200 | Shares | Other | 2024-10-28 | |
| 2024-06-30 | $16,566 | 200 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,366 | 200 | Shares | Other | 2024-06-20 | |
| 2023-12-31 | $16,652 | 200 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $12,608 | 200 | Shares | Other | 2023-11-06 | |
| 2023-03-31 | $14,983 | 243 | Shares | Sole | 2023-04-18 | |
| 2021-12-31 | $47,997 | 365 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $65,693 | 935 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $71,050 | 935 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $48,902 | 1,191 | Shares | Sole | 2020-12-21 | |
| No filing history on record for this holder in this stock. | ||||||