GAM
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Generali Asset Management’s Cloudflare NET Stock Holding History

Generali 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 		$4.57M Buy
18,644
+7,457
+67% +$1.63M 0.08% 208
2026
Q1 		$2.31M Sell
11,187
-333
-3% -$63.5K 0.05% 273
2025
Q4 		$2.27M Buy
11,520
+1
+0% +$212 0.05% 278
2025
Q3 		$2.47M Buy
11,519
+402
+4% +$82.1K 0.05% 263
2025
Q2 		$2.18M Buy
11,117
+128
+1% +$18.6K 0.05% 288
2025
Q1 		$1.24M Buy
10,989
+465
+4% +$61.6K 0.03% 371
2024
Q4 		$1.13M Buy
+10,524
New +$1.03M 0.03% 358

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

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

Generali Asset Management increased its Cloudflare (NET) stake by 67% in Q2 2026, buying an estimated $1.63M and bringing the position to 18,644 shares worth $4.57M. The position accounts for 0.08% of the portfolio, ranked #208.

Generali Asset Management first reported a position in NET in Q4 2024 and has held it in 7 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Generali Asset Management held 18,644 shares of Cloudflare worth $4.57M as of Q2 2026.
  • Generali Asset Management bought 7,457 Cloudflare shares in Q2 2026, an estimated $1.63M.
  • Cloudflare made up 0.08% of Generali Asset Management's portfolio in Q2 2026, its #208 holding.
  • Generali Asset Management first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.