DZ Bank
NET icon

DZ Bank’s Cloudflare NET Stock Holding History

DZ Bank’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 		$62M Sell
252,000
-630,000
-71% -$138M 0.05% 164
2026
Q1 		$180M Hold
882,000
– – 0.16% 109
2025
Q4 		$174M Hold
882,000
– – 0.15% 107
2025
Q3 		$189M Buy
+882,000
New +$180M 0.17% 105

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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DZ Bank's NET Position: Q2 2026 in Review

DZ Bank reduced its Cloudflare (NET) stake by 18% in Q2 2026, selling an estimated $180M and leaving 3,677,783 shares worth $902M. The position accounts for 0.69% of the portfolio, ranked #41.

DZ Bank first reported a position in NET in Q1 2021 and has held it in 22 quarters since. The position peaked at $929M in Q1 2026. 1,148 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • DZ Bank held 3,677,783 shares of Cloudflare worth $902M as of Q2 2026.
  • DZ Bank sold 824,979 Cloudflare shares in Q2 2026, an estimated $180M.
  • Cloudflare made up 0.69% of DZ Bank's portfolio in Q2 2026, its #41 holding.
  • DZ Bank first reported a position in Cloudflare in Q1 2021 and has held it in 22 quarters since.
  • DZ Bank's Cloudflare position peaked at $929M in Q1 2026.
  • 1,148 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.