Federated Hermes
NET icon

Federated Hermes’s Cloudflare NET Stock Holding History

Federated Hermes’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 		$19.4M Sell
78,943
-37,483
-32% -$8.2M 0.03% 512
2026
Q1 		$24M Sell
116,426
-576,401
-83% -$110M 0.04% 423
2025
Q4 		$137M Sell
692,827
-169,182
-20% -$35.8M 0.23% 111
2025
Q3 		$185M Buy
862,009
+334,875
+64% +$68.4M 0.33% 75
2025
Q2 		$103M Buy
527,134
+336,679
+177% +$48.9M 0.19% 143
2025
Q1 		$21.5M Buy
+190,455
New +$25.2M 0.05% 389
2024
Q2 		– Sell
-81,141
Closed -$7.86M – 2099
2024
Q1 		$7.86M Buy
81,141
+69,694
+609% +$6.31M 0.02% 616
2023
Q4 		$953K Buy
+11,447
New +$801K ﹤0.01% 1148
2022
Q2 		– Sell
-300,757
Closed -$36M – 2238
2022
Q1 		$36M Sell
300,757
-106,947
-26% -$11.2M 0.08% 301
2021
Q4 		$53.6M Sell
407,704
-545,792
-57% -$91.5M 0.1% 264
2021
Q3 		$107M Buy
953,496
+249,038
+35% +$29.8M 0.2% 132
2021
Q2 		$74.6M Sell
704,458
-116,775
-14% -$9.67M 0.14% 202
2021
Q1 		$57.7M Sell
821,233
-85,997
-9% -$6.63M 0.11% 237
2020
Q4 		$68.9M Buy
907,230
+132,230
+17% +$8.67M 0.14% 181
2020
Q3 		$31.8M Sell
775,000
-10,825
-1% -$414K 0.07% 297
2020
Q2 		$28.3M Buy
785,825
+10,825
+1% +$302K 0.07% 317
2020
Q1 		$18.2M Hold
775,000
– – 0.05% 353
2019
Q4 		$13.2M Buy
775,000
+485,000
+167% +$8.26M 0.03% 534
2019
Q3 		$5.38M Buy
+290,000
New +$5.61M 0.01% 759

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

Federated Hermes's NET Position: Q2 2026 in Review

Federated Hermes reduced its Cloudflare (NET) stake by 32% in Q2 2026, selling an estimated $8.2M and leaving 78,943 shares worth $19.4M. The position accounts for 0.03% of the portfolio, ranked #512.

Federated Hermes first reported a position in NET in Q3 2019 and has held it in 19 quarters since. The position peaked at $185M in Q3 2025. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Federated Hermes held 78,943 shares of Cloudflare worth $19.4M as of Q2 2026.
  • Federated Hermes sold 37,483 Cloudflare shares in Q2 2026, an estimated $8.2M.
  • Cloudflare made up 0.03% of Federated Hermes's portfolio in Q2 2026, its #512 holding.
  • Federated Hermes first reported a position in Cloudflare in Q3 2019 and has held it in 19 quarters since.
  • Federated Hermes's Cloudflare position peaked at $185M in Q3 2025.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.