DnB Asset Management
NET icon

DnB Asset Management’s Cloudflare NET Stock Holding History

DnB 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
Q2 		$16.7M Sell
68,216
-108
-0.2% -$23.6K 0.05% 253
2026
Q1 		$14.1M Sell
68,324
-15,977
-19% -$3.05M 0.05% 250
2025
Q4 		$16.6M Sell
84,301
-9,341
-10% -$1.98M 0.06% 210
2025
Q3 		$20.1M Buy
93,642
+30,299
+48% +$6.19M 0.08% 185
2025
Q2 		$12.4M Buy
63,343
+10,899
+21% +$1.58M 0.05% 243
2025
Q1 		$5.91M Buy
52,444
+1,051
+2% +$139K 0.03% 348
2024
Q4 		$5.53M Buy
51,393
+3,824
+8% +$374K 0.02% 371
2024
Q3 		$3.85M Hold
47,569
– – 0.02% 432
2024
Q2 		$3.94M Buy
47,569
+3,079
+7% +$248K 0.02% 391
2024
Q1 		$4.31M Sell
44,490
-17,068
-28% -$1.55M 0.02% 379
2023
Q4 		$5.13M Sell
61,558
-3,163
-5% -$221K 0.03% 359
2023
Q3 		$4.08M Buy
64,721
+15,157
+31% +$970K 0.02% 390
2023
Q2 		$3.24M Buy
49,564
+4,475
+10% +$267K 0.02% 444
2023
Q1 		$2.78M Sell
45,089
-4,368
-9% -$239K 0.02% 478
2022
Q4 		$2.24M Buy
49,457
+2,483
+5% +$123K 0.02% 488
2022
Q3 		$2.6M Sell
46,974
-7,242
-13% -$430K 0.02% 447
2022
Q2 		$2.37M Buy
54,216
+15,459
+40% +$1.11M 0.02% 491
2022
Q1 		$4.64M Sell
38,757
-2,255
-5% -$235K 0.03% 390
2021
Q4 		$5.39M Buy
41,012
+9,933
+32% +$1.66M 0.03% 354
2021
Q3 		$3.5M Buy
31,079
+4,306
+16% +$514K 0.02% 420
2021
Q2 		$2.83M Buy
26,773
+4,905
+22% +$406K 0.02% 475
2021
Q1 		$1.54M Buy
21,868
+9,486
+77% +$731K 0.01% 566
2020
Q4 		$941K Buy
+12,382
New +$812K 0.01% 574

Other funds holding NET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

DnB Asset Management reduced its Cloudflare (NET) stake by 0.16% in Q2 2026, selling an estimated $23.6K and leaving 68,216 shares worth $16.7M. The position accounts for 0.05% of the portfolio, ranked #253.

DnB Asset Management first reported a position in NET in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.1M in Q3 2025. 755 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • DnB Asset Management held 68,216 shares of Cloudflare worth $16.7M as of Q2 2026.
  • DnB Asset Management sold 108 Cloudflare shares in Q2 2026, an estimated $23.6K.
  • Cloudflare made up 0.05% of DnB Asset Management's portfolio in Q2 2026, its #253 holding.
  • DnB Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • DnB Asset Management's Cloudflare position peaked at $20.1M in Q3 2025.
  • 755 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on DnB Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.