Hennion & Walsh Asset Management’s Cloudflare NET Stock Holding History

Hennion & Walsh 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	$1.05M	Sell	4,278 -5,976	-58%	-$1.31M	0.03%	551
2026 Q1	$2.12M	Buy	10,254 +267	+3%	+$50.9K	0.07%	333
2025 Q4	$1.97M	Buy	9,987 +1,107	+12%	+$234K	0.07%	350
2025 Q3	$1.91M	Buy	8,880 +1,109	+14%	+$226K	0.07%	359
2025 Q2	$1.52M	Buy	7,771 +1,530	+25%	+$222K	0.06%	374
2025 Q1	$703K	Sell	6,241 -67	-1%	-$8.88K	0.03%	558
2024 Q4	$679K	Buy	6,308 +1,390	+28%	+$136K	0.03%	558
2024 Q3	$398K	Buy	4,918 +1,057	+27%	+$85K	0.02%	673
2024 Q2	$320K	Buy	+3,861	New	+$312K	0.02%	711

Other funds holding NET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Hennion & Walsh Asset Management's NET Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Cloudflare (NET) stake by 58% in Q2 2026, selling an estimated $1.31M and leaving 4,278 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #551.

Hennion & Walsh Asset Management first reported a position in NET in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.12M in Q1 2026. 289 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Hennion & Walsh Asset Management held 4,278 shares of Cloudflare worth $1.05M as of Q2 2026.
Hennion & Walsh Asset Management sold 5,976 Cloudflare shares in Q2 2026, an estimated $1.31M.
Cloudflare made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #551 holding.
Hennion & Walsh Asset Management first reported a position in Cloudflare in Q2 2024 and has held it in 9 quarters since.
Hennion & Walsh Asset Management's Cloudflare position peaked at $2.12M in Q1 2026.
289 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.