Envestnet Asset Management
NET icon

Envestnet Asset Management’s Cloudflare NET Stock Holding History

Envestnet 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 		$72.2M Buy
294,197
+7,713
+3% +$1.69M 0.02% 708
2026
Q1 		$59.1M Sell
286,484
-5,837
-2% -$1.11M 0.02% 728
2025
Q4 		$57.6M Sell
292,321
-6,050
-2% -$1.28M 0.02% 681
2025
Q3 		$64M Sell
298,371
-24,229
-8% -$4.95M 0.02% 667
2025
Q2 		$63.2M Buy
322,600
+119,150
+59% +$17.3M 0.02% 671
2025
Q1 		$22.9M Buy
203,450
+2,936
+1% +$389K 0.01% 1104
2024
Q4 		$21.6M Buy
200,514
+34,765
+21% +$3.4M 0.01% 1153
2024
Q3 		$13.4M Sell
165,749
-30,042
-15% -$2.41M ﹤0.01% 1429
2024
Q2 		$16.2M Buy
195,791
+4,682
+2% +$378K 0.01% 1251
2024
Q1 		$18.5M Sell
191,109
-12,462
-6% -$1.13M 0.01% 1160
2023
Q4 		$16.9M Sell
203,571
-10,915
-5% -$763K 0.01% 1130
2023
Q3 		$13.5M Sell
214,486
-98,633
-32% -$6.31M 0.01% 1201
2023
Q2 		$20.5M Buy
313,119
+34,641
+12% +$2.07M 0.01% 915
2023
Q1 		$17.2M Sell
278,478
-487
-0.2% -$26.6K 0.01% 964
2022
Q4 		$12.6M Buy
278,965
+39,626
+17% +$1.96M 0.01% 1080
2022
Q3 		$13.2M Sell
239,339
-31,579
-12% -$1.88M 0.01% 996
2022
Q2 		$11.9M Buy
270,918
+73,537
+37% +$5.3M 0.01% 1062
2022
Q1 		$23.6M Buy
197,381
+139,243
+240% +$14.5M 0.01% 775
2021
Q4 		$7.64M Buy
58,138
+14,320
+33% +$2.4M ﹤0.01% 1340
2021
Q3 		$4.94M Buy
43,818
+39,010
+811% +$4.66M ﹤0.01% 1564
2021
Q2 		$509K Sell
4,808
-26,548
-85% -$2.2M ﹤0.01% 2964
2021
Q1 		$2.2M Buy
31,356
+1,575
+5% +$121K ﹤0.01% 1878
2020
Q4 		$2.26M Buy
29,781
+16,438
+123% +$1.08M ﹤0.01% 1688
2020
Q3 		$548K Sell
13,343
-3,279
-20% -$126K ﹤0.01% 2406
2020
Q2 		$598K Sell
16,622
-1,355
-8% -$37.9K ﹤0.01% 2301
2020
Q1 		$422K Buy
17,977
+7,731
+75% +$150K ﹤0.01% 2367
2019
Q4 		$175K Sell
10,246
-3,644
-26% -$62K ﹤0.01% 2942
2019
Q3 		$258K Buy
+13,890
New +$269K ﹤0.01% 2746

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
Vanguard Portfolio Management
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

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

Envestnet Asset Management increased its Cloudflare (NET) stake by 2.7% in Q2 2026, buying an estimated $1.69M and bringing the position to 294,197 shares worth $72.2M. The position accounts for 0.02% of the portfolio, ranked #708.

Envestnet Asset Management first reported a position in NET in Q3 2019 and has held it in 28 quarters since. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Envestnet Asset Management held 294,197 shares of Cloudflare worth $72.2M as of Q2 2026.
  • Envestnet Asset Management bought 7,713 Cloudflare shares in Q2 2026, an estimated $1.69M.
  • Cloudflare made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #708 holding.
  • Envestnet Asset Management first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.