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
Q3 		$69.4M Sell
199,819
-13,056
-6% -$3.87M 0.17% 106
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 		$4.7M 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 		$9.8M 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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Asset Management One's NET Position: Q3 2026 in Review

Asset Management One reduced its Cloudflare (NET) stake by 6.1% in Q3 2026, selling an estimated $3.87M and leaving 199,819 shares worth $69.4M. The position accounts for 0.17% of the portfolio, ranked #106.

Asset Management One first reported a position in NET in Q4 2020 and has held it in 24 quarters since. 362 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Asset Management One held 199,819 shares of Cloudflare worth $69.4M as of Q3 2026.
  • Asset Management One sold 13,056 Cloudflare shares in Q3 2026, an estimated $3.87M.
  • Cloudflare made up 0.17% of Asset Management One's portfolio in Q3 2026, its #106 holding.
  • Asset Management One first reported a position in Cloudflare in Q4 2020 and has held it in 24 quarters since.
  • 362 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Asset Management One's 13F filing for Q3 2026, filed 27 Oct 2026.