EAM
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Erste Asset Management’s Cloudflare NET Stock Holding History

Erste 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 		$16.6M Sell
67,953
-11,117
-14% -$2.43M 0.13% 160
2026
Q1 		$15.4M Sell
79,070
-21,202
-21% -$4.04M 0.14% 151
2025
Q4 		$19.8M Sell
100,272
-11,626
-10% -$2.46M 0.17% 129
2025
Q3 		$24.5M Sell
111,898
-1,220
-1% -$249K 0.24% 109
2025
Q2 		$22.1M Buy
113,118
+2,168
+2% +$315K 0.19% 116
2025
Q1 		$12.6M Buy
110,950
+30,000
+37% +$3.98M 0.16% 135
2024
Q4 		$8.83M Hold
80,950
– – 0.11% 174
2024
Q3 		$6.55M Hold
80,950
– – 0.08% 211
2024
Q2 		$6.71M Hold
80,950
– – 0.09% 189
2024
Q1 		$7.84M Hold
80,950
– – 0.11% 184
2023
Q4 		$6.74M Hold
80,950
– – 0.1% 189
2023
Q3 		$5.1M Buy
+80,950
New +$5.18M 0.09% 202

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

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

Erste Asset Management reduced its Cloudflare (NET) stake by 14% in Q2 2026, selling an estimated $2.43M and leaving 67,953 shares worth $16.6M. The position accounts for 0.13% of the portfolio, ranked #160.

Erste Asset Management first reported a position in NET in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.5M in Q3 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Erste Asset Management held 67,953 shares of Cloudflare worth $16.6M as of Q2 2026.
  • Erste Asset Management sold 11,117 Cloudflare shares in Q2 2026, an estimated $2.43M.
  • Cloudflare made up 0.13% of Erste Asset Management's portfolio in Q2 2026, its #160 holding.
  • Erste Asset Management first reported a position in Cloudflare in Q3 2023 and has held it in 12 quarters since.
  • Erste Asset Management's Cloudflare position peaked at $24.5M in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.