Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$603,388
+$92,491 QoQ
Shares Held
2,460
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#721
of 1,210 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UMB Bank, n.a. holds $290,860,455 across 54 Software - Infrastructure names. NET ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
512,172 | $191,050,398 | |
| 2 | PANW |
Palo Alto Networks Inc
|
125,903 | $42,935,440 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
161,284 | $18,817,003 | |
| 4 | ORCL |
Oracle Corp
|
95,228 | $13,955,662 | |
| 5 | FTNT |
Fortinet, Inc.
|
68,514 | $10,525,120 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
50,880 | $9,707,140 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
2,460 | $603,388 | |
| 8 | TWLO |
Twilio Inc
|
2,025 | $417,817 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,388 | 2,460 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $510,897 | 2,476 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $484,200 | 2,456 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $521,453 | 2,430 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $482,525 | 2,464 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $275,752 | 2,447 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $262,954 | 2,442 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $202,790 | 2,507 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $402,139 | 4,855 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $476,209 | 4,918 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $424,709 | 5,101 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $330,518 | 5,243 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $342,734 | 5,243 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $323,283 | 5,243 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $238,346 | 5,272 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $262,058 | 4,738 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $206,718 | 4,725 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $908,402 | 7,589 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $859,220 | 6,534 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $423,000 | 3,755 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $397,429 | 3,755 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $263,826 | 3,755 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $270,144 | 3,555 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||