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
2022
Q1 		– Sell
-40,000
Closed -$5.26M – 2572
2021
Q4 		$5.26M Hold
40,000
– – ﹤0.01% 1211
2021
Q3 		$4.51M Buy
+40,000
New +$4.78M ﹤0.01% 1322

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return

Allianz Asset Management's NET Position: Q1 2026 in Review

Allianz Asset Management reduced its Cloudflare (NET) stake by 6.9% in Q1 2026, selling an estimated $965K and leaving 68,118 shares worth $14.1M. The position accounts for 0.01% of the portfolio, ranked #741.

Allianz Asset Management first reported a position in NET in Q3 2020 and has held it in 23 quarters since. The position peaked at $346M in Q1 2022. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Allianz Asset Management held 68,118 shares of Cloudflare worth $14.1M as of Q1 2026.
  • Allianz Asset Management sold 5,060 Cloudflare shares in Q1 2026, an estimated $965K.
  • Cloudflare made up 0.01% of Allianz Asset Management's portfolio in Q1 2026, its #741 holding.
  • Allianz Asset Management first reported a position in Cloudflare in Q3 2020 and has held it in 23 quarters since.
  • Allianz Asset Management's Cloudflare position peaked at $346M in Q1 2022.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.