Question 1

Which hedge funds and institutional investors hold NET?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for NET shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for NET whale holdings?

Accepted Answer

Conviction level reflects how significant NET is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to NET, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for NET?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about NET?

Accepted Answer

QoQ changes for NET show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Capital World	22.7M	$4.7B	0.6%	$732.9B
State Street	7.2M	$1.5B	0.1%	$2896.4B
Baillie Gifford	5.0M	$1.0B	1.0%	$97.9B
Sands Capital	3.7M	$755.6M	3.0%	$25.5B
American Century	3.6M	$748.4M	0.4%	$194.3B
Two Sigma	2.8M	$581.8M	0.5%	$123.9B
GGH	1.8M	$366.9M	4.4%	$8.3B
DE Shaw	1.6M	$334.9M	0.2%	$166.3B
DE Shaw	1.3M	$263.9M	0.2%	$166.3B
DE Shaw	1.1M	$227.8M	0.1%	$166.3B
Citadel	978.7K	$201.9M	0.0%	$618.5B
Select Equity	854.9K	$176.4M	0.9%	$19.5B
Geode Capital	819.4K	$169.1M	0.0%	$1607.5B
Artisan Partners	668.2K	$137.9M	0.2%	$62.3B
Citadel	626.4K	$129.2M	0.0%	$618.5B
Citadel	444.9K	$91.8M	0.0%	$618.5B
Point72	429.0K	$88.5M	0.1%	$78.1B
Balyasny	350.2K	$72.3M	0.1%	$77.1B
Capital Research	321.7K	$66.4M	0.0%	$644.6B
Select Equity	310.8K	$64.1M	0.3%	$19.5B
Tremblant	294.2K	$60.7M	2.0%	$3.1B
Millennium	223.0K	$46.0M	0.0%	$240.3B
Kayne Anderson	201.1K	$41.5M	0.1%	$34.0B
ARK Invest	183.6K	$37.9M	0.3%	$12.9B
Jennison	167.8K	$34.6M	0.0%	$145.4B
Millennium	111.8K	$23.1M	0.0%	$240.3B
Steadfast	96.0K	$19.8M	0.7%	$2.9B
Gotham Asset	91.1K	$18.8M	0.1%	$32.7B
BlackRock	78.7K	$16.2M	0.0%	$5723.5B
Schonfeld	51.4K	$10.6M	0.1%	$14.2B
Marshall Wace	51.4K	$10.6M	0.0%	$100.4B
Point72	42.7K	$8.8M	0.0%	$78.1B
Millennium	41.6K	$8.6M	0.0%	$240.3B
Tudor	41.1K	$8.5M	0.0%	$53.9B
PDT Partners	26.8K	$5.5M	0.3%	$1.7B
Point72	26.7K	$5.5M	0.0%	$78.1B
Balyasny	23.4K	$4.8M	0.0%	$77.1B
Winton	21.9K	$4.5M	0.2%	$2.9B
Tudor	21.5K	$4.4M	0.0%	$53.9B
Man Group	17.0K	$3.5M	0.0%	$55.1B
Brevan Howard	14.1K	$2.9M	0.0%	$11.3B
DFA	13.4K	$2.8M	0.0%	$481.4B
Franklin Templeton	12.6K	$2.6M	0.0%	$408.3B
Caxton	12.3K	$2.5M	0.1%	$4.4B
ClearBridge	12.0K	$2.5M	0.0%	$114.9B
Neuberger Berman (Eisman)	11.0K	$2.3M	0.0%	$131.4B
Two Sigma	11.0K	$2.3M	0.0%	$123.9B
Soros Fund	10.8K	$2.2M	0.0%	$9.1B
Moore Capital	10.5K	$2.2M	0.0%	$4.9B
Sculptor	10.3K	$2.1M	0.0%	$9.6B
Northern Trust	9.0K	$1.9M	0.0%	$756.6B
Bridgewater	8.8K	$1.8M	0.0%	$22.4B
Two Sigma	7.5K	$1.5M	0.0%	$123.9B
Wellington	2.0K	$410K	0.0%	$535.5B
Fidelity (FMR)	1.4K	$286K	—	$1898.4B
Duquesne	52.5K	$11K	0.3%	$3.4M
AQR Capital	11	$2K	—	$218.4B
Acadian	7.2K	$1K	0.0%	$70.5M

NET

Who Holds NET

Changes This Quarter