NAM
NET icon

NTV Asset Management’s Cloudflare NET Stock Holding History

NTV 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
Q1 		$1.19M Sell
5,780
-3,150
-35% -$601K 0.13% 138
2025
Q4 		$1.76M Sell
8,930
-4,412
-33% -$933K 0.19% 107
2025
Q3 		$2.86M Sell
13,342
-58
-0.4% -$11.8K 0.31% 79
2025
Q2 		$2.62M Sell
13,400
-300
-2% -$43.6K 0.31% 76
2025
Q1 		$1.54M Buy
13,700
+11,700
+585% +$1.55M 0.21% 99
2024
Q4 		$215K Buy
+2,000
New +$195K 0.03% 258

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

NTV Asset Management's NET Position: Q1 2026 in Review

NTV Asset Management reduced its Cloudflare (NET) stake by 35% in Q1 2026, selling an estimated $601K and leaving 5,780 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #138.

NTV Asset Management first reported a position in NET in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.86M in Q3 2025. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • NTV Asset Management held 5,780 shares of Cloudflare worth $1.19M as of Q1 2026.
  • NTV Asset Management sold 3,150 Cloudflare shares in Q1 2026, an estimated $601K.
  • Cloudflare made up 0.13% of NTV Asset Management's portfolio in Q1 2026, its #138 holding.
  • NTV Asset Management first reported a position in Cloudflare in Q4 2024 and has held it in 6 quarters since.
  • NTV Asset Management's Cloudflare position peaked at $2.86M in Q3 2025.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on NTV Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.