Asset Management One
NET icon

Asset Management One’s Cloudflare NET Stock Holding History

Asset Management One’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 		$52.2M Sell
212,875
-8,862
-4% -$1.94M 0.13% 125
2026
Q1 		$45.8M Buy
221,737
+1,579
+0.7% +$301K 0.13% 136
2025
Q4 		$44.2M Buy
220,158
+616
+0.3% +$130K 0.12% 143
2025
Q3 		$47.1M Sell
219,542
-4,775
-2% -$975K 0.14% 132
2025
Q2 		$43.9M Buy
224,317
+4,210
+2% +$611K 0.14% 140
2025
Q1 		$24.8M Sell
220,107
-10,200
-4% -$1.35M 0.09% 216
2024
Q4 		$25.5M Sell
230,307
-8,103
-3% -$792K 0.09% 207
2024
Q3 		$19.3M Buy
238,410
+2,288
+1% +$184K 0.07% 264
2024
Q2 		$19.6M Buy
236,122
+13,513
+6% +$1.09M 0.07% 242
2024
Q1 		$21.6M Buy
222,609
+9,303
+4% +$842K 0.08% 235
2023
Q4 		$18.1M Buy
213,306
+11,992
+6% +$839K 0.07% 269
2023
Q3 		$12.7M Sell
201,314
-7,809
-4% -$500K 0.06% 337
2023
Q2 		$13.7M Sell
209,123
-769
-0.4% -$45.9K 0.06% 341
2023
Q1 		$12.9M Buy
209,892
+30,510
+17% +$1.67M 0.06% 346
2022
Q4 		$8.14M Buy
179,382
+35,550
+25% +$1.76M 0.04% 445
2022
Q3 		$7.96M Buy
143,832
+36,284
+34% +$2.15M 0.04% 436
2022
Q2 		$4.71M Sell
107,548
-1,299
-1% -$93.5K 0.02% 600
2022
Q1 		$13M Buy
108,847
+5,271
+5% +$550K 0.05% 377
2021
Q4 		$13.8M Buy
103,576
+2,720
+3% +$456K 0.05% 401
2021
Q3 		$11.4M Buy
100,856
+8,670
+9% +$1.04M 0.04% 432
2021
Q2 		$9.76M Buy
92,186
+3,194
+4% +$264K 0.04% 486
2021
Q1 		$6.25M Buy
88,992
+14,950
+20% +$1.15M 0.02% 602
2020
Q4 		$5.66M Buy
+74,042
New +$4.85M 0.02% 607

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

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

Asset Management One reduced its Cloudflare (NET) stake by 4% in Q2 2026, selling an estimated $1.94M and leaving 212,875 shares worth $52.2M. The position accounts for 0.13% of the portfolio, ranked #125.

Asset Management One first reported a position in NET in Q4 2020 and has held it in 23 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Asset Management One held 212,875 shares of Cloudflare worth $52.2M as of Q2 2026.
  • Asset Management One sold 8,862 Cloudflare shares in Q2 2026, an estimated $1.94M.
  • Cloudflare made up 0.13% of Asset Management One's portfolio in Q2 2026, its #125 holding.
  • Asset Management One first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.