Acadian Asset Management
NET icon

Acadian Asset Management’s Cloudflare NET Stock Holding History

Acadian Asset Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.5M Buy
275,439
+268,274
+3,744% +$58.7M 0.08% 213
2026
Q1 		$1.47M Sell
7,165
-50,055
-87% -$9.55M ﹤0.01% 1043
2025
Q4 		$11.3M Buy
57,220
+19,537
+52% +$4.13M 0.02% 456
2025
Q3 		$8.08M Sell
37,683
-89,994
-70% -$18.4M 0.01% 526
2025
Q2 		$25M Buy
127,677
+115,225
+925% +$16.7M 0.05% 275
2025
Q1 		$1.4M Buy
12,452
+10,502
+539% +$1.39M ﹤0.01% 847
2024
Q4 		$209K Sell
1,950
-8,858
-82% -$865K ﹤0.01% 1256
2024
Q3 		$872K Buy
10,808
+2,117
+24% +$170K ﹤0.01% 949
2024
Q2 		$718K Sell
8,691
-3,706
-30% -$299K ﹤0.01% 1091
2024
Q1 		$1.2M Buy
12,397
+3,980
+47% +$360K ﹤0.01% 796
2023
Q4 		$698K Buy
8,417
+6,594
+362% +$461K ﹤0.01% 950
2023
Q3 		$114K Sell
1,823
-1,260
-41% -$80.7K ﹤0.01% 1287
2023
Q2 		$199K Sell
3,083
-5,603
-65% -$334K ﹤0.01% 1276
2023
Q1 		$533K Buy
8,686
+2,757
+47% +$151K ﹤0.01% 1034
2022
Q4 		$268K Buy
5,929
+2,228
+60% +$110K ﹤0.01% 1217
2022
Q3 		$204K Buy
3,701
+3,040
+460% +$181K ﹤0.01% 1207
2022
Q2 		$29K Sell
661
-2,231
-77% -$161K ﹤0.01% 1574
2022
Q1 		$345K Sell
2,892
-2,728
-49% -$284K ﹤0.01% 1085
2021
Q4 		$737K Buy
5,620
+5,432
+2,889% +$910K ﹤0.01% 905
2021
Q3 		$21K Sell
188
-1,400
-88% -$167K ﹤0.01% 1657
2021
Q2 		$168K Sell
1,588
-1,963
-55% -$162K ﹤0.01% 1490
2021
Q1 		$250K Sell
3,551
-2,762
-44% -$213K ﹤0.01% 1427
2020
Q4 		$479K Buy
+6,313
New +$414K ﹤0.01% 1246

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Acadian Asset Management's NET Position: Q2 2026 in Review

Acadian Asset Management increased its Cloudflare (NET) stake by 3,744% in Q2 2026, buying an estimated $58.7M and bringing the position to 275,439 shares worth $67.5M. The position accounts for 0.08% of the portfolio, ranked #213.

Acadian Asset Management first reported a position in NET in Q4 2020 and has held it in 23 quarters since. 972 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Acadian Asset Management held 275,439 shares of Cloudflare worth $67.5M as of Q2 2026.
  • Acadian Asset Management bought 268,274 Cloudflare shares in Q2 2026, an estimated $58.7M.
  • Cloudflare made up 0.08% of Acadian Asset Management's portfolio in Q2 2026, its #213 holding.
  • Acadian Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • 972 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Acadian Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.