AllianceBernstein
NET icon

AllianceBernstein’s Cloudflare NET Stock Holding History

AllianceBernstein’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 		$49.4M Sell
239,287
-25,281
-10% -$5.53M 0.02% 631
2026
Q1 		$52.2M Buy
264,568
+66,854
+34% +$12.7M 0.02% 583
2025
Q4 		$39M Sell
197,714
-71,824
-27% -$15.2M 0.01% 702
2025
Q3 		$57.8M Buy
269,538
+38,829
+17% +$7.93M 0.02% 581
2025
Q2 		$45.2M Sell
230,709
-38,565
-14% -$5.6M 0.01% 630
2025
Q1 		$30.3M Buy
269,274
+25,049
+10% +$3.32M 0.01% 736
2024
Q4 		$26.3M Buy
244,225
+131,553
+117% +$12.9M 0.01% 826
2024
Q3 		$9.11M Sell
112,672
-22,782
-17% -$1.83M ﹤0.01% 1232
2024
Q2 		$11.2M Sell
135,454
-194,818
-59% -$15.7M ﹤0.01% 1114
2024
Q1 		$32M Sell
330,272
-26,165
-7% -$2.37M 0.01% 726
2023
Q4 		$29.7M Sell
356,437
-74,892
-17% -$5.24M 0.01% 742
2023
Q3 		$27.2M Buy
431,329
+273,019
+172% +$17.5M 0.01% 749
2023
Q2 		$10.3M Buy
158,310
+53,129
+51% +$3.17M ﹤0.01% 1108
2023
Q1 		$6.49M Sell
105,181
-90,190
-46% -$4.93M ﹤0.01% 1296
2022
Q4 		$8.83M Buy
195,371
+17,498
+10% +$866K ﹤0.01% 1158
2022
Q3 		$9.84M Buy
177,873
+18,129
+11% +$1.08M ﹤0.01% 1098
2022
Q2 		$6.99M Sell
159,744
-77,113
-33% -$5.55M ﹤0.01% 1298
2022
Q1 		$28.4M Buy
236,857
+29,138
+14% +$3.04M 0.01% 785
2021
Q4 		$27.3M Sell
207,719
-41,460
-17% -$6.95M 0.01% 830
2021
Q3 		$28.1M Sell
249,179
-37,218
-13% -$4.45M 0.01% 813
2021
Q2 		$30.3M Buy
286,397
+51,602
+22% +$4.27M 0.01% 773
2021
Q1 		$16.5M Buy
234,795
+28,175
+14% +$2.17M 0.01% 988
2020
Q4 		$15.7M Buy
206,620
+143,500
+227% +$9.41M 0.01% 941
2020
Q3 		$2.59M Buy
63,120
+5,870
+10% +$225K ﹤0.01% 1701
2020
Q2 		$2.06M Buy
+57,250
New +$1.6M ﹤0.01% 1829

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
Vanguard Portfolio Management
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

AllianceBernstein's NET Position: Q2 2026 in Review

AllianceBernstein reduced its Cloudflare (NET) stake by 9.6% in Q2 2026, selling an estimated $5.53M and leaving 239,287 shares worth $49.4M. The position accounts for 0.02% of the portfolio, ranked #631.

AllianceBernstein first reported a position in NET in Q2 2020 and has held it in 25 quarters since. The position peaked at $57.8M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • AllianceBernstein held 239,287 shares of Cloudflare worth $49.4M as of Q2 2026.
  • AllianceBernstein sold 25,281 Cloudflare shares in Q2 2026, an estimated $5.53M.
  • Cloudflare made up 0.02% of AllianceBernstein's portfolio in Q2 2026, its #631 holding.
  • AllianceBernstein first reported a position in Cloudflare in Q2 2020 and has held it in 25 quarters since.
  • AllianceBernstein's Cloudflare position peaked at $57.8M in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.