Neuberger Berman Group
NET icon

Neuberger Berman Group’s Cloudflare NET Stock Holding History

Neuberger Berman 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
Q2 		$149M Buy
606,033
+99,277
+20% +$21.7M 0.1% 237
2026
Q1 		$105M Sell
506,756
-45,910
-8% -$8.75M 0.08% 308
2025
Q4 		$109M Sell
552,666
-29,919
-5% -$6.33M 0.08% 293
2025
Q3 		$125M Buy
582,585
+44,399
+8% +$9.06M 0.09% 279
2025
Q2 		$105M Buy
538,186
+386,654
+255% +$56.1M 0.08% 298
2025
Q1 		$17.1M Buy
151,532
+142,147
+1,515% +$18.8M 0.01% 664
2024
Q4 		$1.01M Sell
9,385
-1,365
-13% -$133K ﹤0.01% 1310
2024
Q3 		$870K Buy
10,750
+217
+2% +$17.4K ﹤0.01% 1339
2024
Q2 		$872K Buy
10,533
+1,246
+13% +$101K ﹤0.01% 1320
2024
Q1 		$899K Sell
9,287
-8,165
-47% -$739K ﹤0.01% 1316
2023
Q4 		$1.45M Buy
17,452
+8,116
+87% +$568K ﹤0.01% 1376
2023
Q3 		$589K Sell
9,336
-103
-1% -$6.59K ﹤0.01% 1413
2023
Q2 		$617K Sell
9,439
-5,434
-37% -$324K ﹤0.01% 1387
2023
Q1 		$917K Sell
14,873
-51,477
-78% -$2.81M ﹤0.01% 1279
2022
Q4 		$3.01M Sell
66,350
-13,658
-17% -$676K ﹤0.01% 980
2022
Q3 		$4.42M Sell
80,008
-32,378
-29% -$1.92M ﹤0.01% 912
2022
Q2 		$5.03M Sell
112,386
-283,076
-72% -$20.4M 0.01% 895
2022
Q1 		$47.3M Sell
395,462
-24,045
-6% -$2.51M 0.04% 487
2021
Q4 		$55M Buy
419,507
+5,079
+1% +$851K 0.04% 457
2021
Q3 		$46.6M Sell
414,428
-12,454
-3% -$1.49M 0.04% 482
2021
Q2 		$45.1M Sell
426,882
-220,674
-34% -$18.3M 0.04% 492
2021
Q1 		$45.5M Buy
647,556
+348,715
+117% +$26.9M 0.04% 462
2020
Q4 		$22.7M Sell
298,841
-266,159
-47% -$17.4M 0.02% 607
2020
Q3 		$23.2M Buy
+565,000
New +$21.6M 0.03% 540

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

Neuberger Berman Group's NET Position: Q2 2026 in Review

Neuberger Berman Group increased its Cloudflare (NET) stake by 20% in Q2 2026, buying an estimated $21.7M and bringing the position to 606,033 shares worth $149M. The position accounts for 0.1% of the portfolio, ranked #237.

Neuberger Berman Group first reported a position in NET in Q3 2020 and has held it in 24 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Neuberger Berman Group held 606,033 shares of Cloudflare worth $149M as of Q2 2026.
  • Neuberger Berman Group bought 99,277 Cloudflare shares in Q2 2026, an estimated $21.7M.
  • Cloudflare made up 0.1% of Neuberger Berman Group's portfolio in Q2 2026, its #237 holding.
  • Neuberger Berman Group first reported a position in Cloudflare in Q3 2020 and has held it in 24 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.