Covenant Asset Management’s Cloudflare NET Stock Holding History

Covenant 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 Q3	$5.71M	Buy	+16,438	New	+$4.87M	0.77%	35

Other funds holding NET

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Covenant Asset Management opened a new position in Cloudflare (NET) in Q3 2026: 16,438 shares worth $5.71M. The stake represents 0.77% of the portfolio and ranks #35 among its holdings.

163 funds tracked by Wall St. Rank hold NET as of Q3 2026.

Covenant Asset Management held 16,438 shares of Cloudflare worth $5.71M as of Q3 2026.
Cloudflare was a new Covenant Asset Management position in Q3 2026.
Cloudflare made up 0.77% of Covenant Asset Management's portfolio in Q3 2026, its #35 holding.
163 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Covenant Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.