Janus Henderson Group
NET icon

Janus Henderson Group’s Cloudflare NET Stock Holding History

Janus Henderson Group’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
Q1 		$49.8M Buy
241,367
+206,032
+583% +$39.3M 0.02% 413
2025
Q4 		$6.97M Buy
35,335
+11,363
+47% +$2.4M ﹤0.01% 828
2025
Q3 		$5.14M Buy
23,972
+276
+1% +$56.3K ﹤0.01% 908
2025
Q2 		$4.64M Sell
23,696
-1,903
-7% -$276K ﹤0.01% 926
2025
Q1 		$2.94M Buy
25,599
+3,568
+16% +$473K ﹤0.01% 1091
2024
Q4 		$2.37M Buy
22,031
+475
+2% +$46.4K ﹤0.01% 1228
2024
Q3 		$1.74M Sell
21,556
-100
-0.5% -$8.04K ﹤0.01% 1374
2024
Q2 		$1.79M Sell
21,656
-5,098
-19% -$411K ﹤0.01% 1317
2024
Q1 		$2.59M Sell
26,754
-697
-3% -$63.1K ﹤0.01% 1169
2023
Q4 		$2.29M Sell
27,451
-2,209
-7% -$155K ﹤0.01% 1172
2023
Q3 		$1.87M Sell
29,660
-1,454
-5% -$93.1K ﹤0.01% 1222
2023
Q2 		$2.03M Sell
31,114
-2,419
-7% -$144K ﹤0.01% 1237
2023
Q1 		$2.07M Buy
33,533
+115
+0.3% +$6.29K ﹤0.01% 1244
2022
Q4 		$1.51M Sell
33,418
-33,424
-50% -$1.65M ﹤0.01% 1183
2022
Q3 		$3.69M Buy
66,842
+33,435
+100% +$1.99M ﹤0.01% 1076
2022
Q2 		$1.46M Sell
33,407
-124,586
-79% -$8.97M ﹤0.01% 1167
2022
Q1 		$18.9M Sell
157,993
-178,907
-53% -$18.7M 0.01% 758
2021
Q4 		$44.3M Buy
336,900
+293,242
+672% +$49.1M 0.02% 587
2021
Q3 		$4.92M Sell
43,658
-12,009
-22% -$1.43M ﹤0.01% 1061
2021
Q2 		$5.89M Sell
55,667
-42,887
-44% -$3.55M ﹤0.01% 1030
2021
Q1 		$6.92M Buy
98,554
+18,326
+23% +$1.41M ﹤0.01% 960
2020
Q4 		$6.1M Buy
80,228
+19,722
+33% +$1.29M ﹤0.01% 930
2020
Q3 		$2.48M Buy
+60,506
New +$2.32M ﹤0.01% 1023
2019
Q4 		– Sell
-64,124
Closed -$1.19M – 1443
2019
Q3 		$1.19M Buy
+64,124
New +$1.24M ﹤0.01% 1205

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group's NET Position: Q1 2026 in Review

Janus Henderson Group increased its Cloudflare (NET) stake by 583% in Q1 2026, buying an estimated $39.3M and bringing the position to 241,367 shares worth $49.8M. The position accounts for 0.02% of the portfolio, ranked #413.

Janus Henderson Group first reported a position in NET in Q3 2019 and has held it in 24 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Janus Henderson Group held 241,367 shares of Cloudflare worth $49.8M as of Q1 2026.
  • Janus Henderson Group bought 206,032 Cloudflare shares in Q1 2026, an estimated $39.3M.
  • Cloudflare made up 0.02% of Janus Henderson Group's portfolio in Q1 2026, its #413 holding.
  • Janus Henderson Group first reported a position in Cloudflare in Q3 2019 and has held it in 24 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.