Axa’s Cloudflare NET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-259,364
Closed -$50.8M 702
2025
Q2
$50.8M Buy
259,364
+193,581
+294% +$28.1M 0.15% 144
2025
Q1
$7.41M Buy
65,783
+63,080
+2,334% +$8.36M 0.02% 450
2024
Q4
$291K Sell
2,703
-6,494
-71% -$634K ﹤0.01% 997
2024
Q3
$744K Buy
9,197
+1,648
+22% +$132K ﹤0.01% 913
2024
Q2
$625K Buy
+7,549
New +$609K ﹤0.01% 931

Other funds holding NET

Axa's NET Position: Q3 2025 in Review

Axa sold out of Cloudflare (NET) in Q3 2025, closing a stake of 259,364 shares — an estimated $50.8M sold.

Axa first reported a position in NET in Q2 2024 and held it in 5 quarters. The position peaked at $50.8M in Q2 2025. 1,039 funds tracked by Wall St. Rank hold NET as of Q3 2025.

  • Axa reported no remaining Cloudflare position as of Q3 2025 after selling out during the quarter.
  • Axa sold 259,364 Cloudflare shares in Q3 2025, an estimated $50.8M.
  • Axa first reported a position in Cloudflare in Q2 2024 and held it in 5 quarters.
  • Axa's Cloudflare position peaked at $50.8M in Q2 2025.
  • 1,039 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.