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 Q2	$1.31M	Sell	5,330 -450	-8%	-$98.4K	0.13%	139
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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NTV Asset Management's NET Position: Q2 2026 in Review

NTV Asset Management reduced its Cloudflare (NET) stake by 7.8% in Q2 2026, selling an estimated $98.4K and leaving 5,330 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #139.

NTV Asset Management first reported a position in NET in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.86M in Q3 2025. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

NTV Asset Management held 5,330 shares of Cloudflare worth $1.31M as of Q2 2026.
NTV Asset Management sold 450 Cloudflare shares in Q2 2026, an estimated $98.4K.
Cloudflare made up 0.13% of NTV Asset Management's portfolio in Q2 2026, its #139 holding.
NTV Asset Management first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
NTV Asset Management's Cloudflare position peaked at $2.86M in Q3 2025.
1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on NTV Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.