Jennison Associates
NET icon

Jennison Associates’s Cloudflare NET Stock Holding History

Jennison Associates’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 		$1.33B Buy
5,419,068
+1,024,584
+23% +$224M 0.8% 30
2026
Q1 		$907M Buy
4,394,484
+2,530,872
+136% +$483M 0.62% 36
2025
Q4 		$367M Buy
1,863,612
+1,657,144
+803% +$351M 0.22% 52
2025
Q3 		$44.3M Buy
206,468
+9,718
+5% +$1.98M 0.03% 235
2025
Q2 		$38.5M Buy
+196,750
New +$28.6M 0.02% 255
2024
Q1 		– Sell
-10,438
Closed -$869K – 620
2023
Q4 		$869K Buy
+10,438
New +$730K ﹤0.01% 505

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

Jennison Associates's NET Position: Q2 2026 in Review

Jennison Associates increased its Cloudflare (NET) stake by 23% in Q2 2026, buying an estimated $224M and bringing the position to 5,419,068 shares worth $1.33B. The position accounts for 0.8% of the portfolio, ranked #30.

Jennison Associates first reported a position in NET in Q4 2023 and has held it in 6 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Jennison Associates held 5,419,068 shares of Cloudflare worth $1.33B as of Q2 2026.
  • Jennison Associates bought 1,024,584 Cloudflare shares in Q2 2026, an estimated $224M.
  • Cloudflare made up 0.8% of Jennison Associates's portfolio in Q2 2026, its #30 holding.
  • Jennison Associates first reported a position in Cloudflare in Q4 2023 and has held it in 6 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.