KCM
NET icon

Kornitzer Capital Management’s Cloudflare NET Stock Holding History

Kornitzer Capital 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 		$10.3M Buy
41,818
+39,118
+1,449% +$8.56M 0.21% 93
2026
Q1 		$557K Buy
2,700
+550
+26% +$105K 0.01% 456
2025
Q4 		$424K Buy
+2,150
New +$455K 0.01% 476
2021
Q3 		– Sell
-8,850
Closed -$937K – 535
2021
Q2 		$937K Buy
+8,850
New +$733K 0.01% 455

Other funds holding NET

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Kornitzer Capital Management's NET Position: Q2 2026 in Review

Kornitzer Capital Management increased its Cloudflare (NET) stake by 1,449% in Q2 2026, buying an estimated $8.56M and bringing the position to 41,818 shares worth $10.3M. The position accounts for 0.21% of the portfolio, ranked #93.

Kornitzer Capital Management first reported a position in NET in Q2 2021 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Kornitzer Capital Management held 41,818 shares of Cloudflare worth $10.3M as of Q2 2026.
  • Kornitzer Capital Management bought 39,118 Cloudflare shares in Q2 2026, an estimated $8.56M.
  • Cloudflare made up 0.21% of Kornitzer Capital Management's portfolio in Q2 2026, its #93 holding.
  • Kornitzer Capital Management first reported a position in Cloudflare in Q2 2021 and has held it in 4 quarters since.
  • 440 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Kornitzer Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.