Allianz Asset Management
NET icon

Allianz Asset Management’s Cloudflare NET Stock Holding History

Allianz 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 		$8.3M Sell
33,821
-34,297
-50% -$7.5M 0.01% 1158
2026
Q1 		$14.1M Sell
68,118
-5,060
-7% -$965K 0.01% 741
2025
Q4 		$14.4M Buy
73,178
+7,996
+12% +$1.69M 0.01% 727
2025
Q3 		$14M Buy
65,182
+49,749
+322% +$10.2M 0.02% 707
2025
Q2 		$3.02M Sell
15,433
-10,267
-40% -$1.49M ﹤0.01% 1332
2025
Q1 		$2.9M Buy
25,700
+1,288
+5% +$171K ﹤0.01% 1344
2024
Q4 		$2.63M Sell
24,412
-3,426
-12% -$335K ﹤0.01% 1320
2024
Q3 		$2.25M Sell
27,838
-3,760
-12% -$302K ﹤0.01% 1376
2024
Q2 		$2.62M Buy
31,598
+13,048
+70% +$1.05M ﹤0.01% 1215
2024
Q1 		$1.8M Buy
18,550
+2,132
+13% +$193K ﹤0.01% 1214
2023
Q4 		$1.37M Sell
16,418
-4,914
-23% -$344K ﹤0.01% 1477
2023
Q3 		$1.34M Sell
21,332
-4,772
-18% -$306K ﹤0.01% 1599
2023
Q2 		$1.71M Sell
26,104
-255,857
-91% -$15.3M ﹤0.01% 1352
2023
Q1 		$17.4M Buy
281,961
+2,760
+1% +$151K 0.03% 523
2022
Q4 		$12.6M Sell
279,201
-6,371
-2% -$315K 0.02% 614
2022
Q3 		$15.8M Sell
285,572
-2,139,750
-88% -$127M 0.03% 530
2022
Q2 		$106M Sell
2,425,322
-468,769
-16% -$33.8M 0.1% 224
2022
Q1 		$346M Buy
2,894,091
+2,424,830
+517% +$253M 0.26% 89
2021
Q4 		$61.7M Sell
469,261
-921,747
-66% -$154M 0.04% 427
2021
Q3 		$157M Buy
1,391,008
+327,651
+31% +$39.1M 0.12% 180
2021
Q2 		$113M Buy
1,063,357
+385,041
+57% +$31.9M 0.1% 211
2021
Q1 		$47.7M Sell
678,316
-185,104
-21% -$14.3M 0.05% 376
2020
Q4 		$65.6M Sell
863,420
-101,760
-11% -$6.67M 0.06% 294
2020
Q3 		$39.6M Buy
+965,180
New +$37M 0.05% 375

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Allianz Asset Management reduced its Cloudflare (NET) stake by 50% in Q2 2026, selling an estimated $7.5M and leaving 33,821 shares worth $8.3M. The position accounts for 0.01% of the portfolio, ranked #1158.

Allianz Asset Management first reported a position in NET in Q3 2020 and has held it in 24 quarters since. The position peaked at $346M in Q1 2022. 1,228 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Allianz Asset Management held 33,821 shares of Cloudflare worth $8.3M as of Q2 2026.
  • Allianz Asset Management sold 34,297 Cloudflare shares in Q2 2026, an estimated $7.5M.
  • Cloudflare made up 0.01% of Allianz Asset Management's portfolio in Q2 2026, its #1158 holding.
  • Allianz Asset Management first reported a position in Cloudflare in Q3 2020 and has held it in 24 quarters since.
  • Allianz Asset Management's Cloudflare position peaked at $346M in Q1 2022.
  • 1,228 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Allianz Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.