Pictet Asset Management
NET icon

Pictet Asset Management’s Cloudflare NET Stock Holding History

Pictet 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 		$441M Buy
1,798,113
+416,128
+30% +$91M 0.42% 50
2026
Q1 		$285M Buy
1,381,985
+206,506
+18% +$39.4M 0.3% 82
2025
Q4 		$232M Sell
1,175,479
-89,908
-7% -$19M 0.23% 109
2025
Q3 		$272M Sell
1,265,387
-111,620
-8% -$22.8M 0.26% 95
2025
Q2 		$270M Buy
1,377,007
+122,208
+10% +$17.7M 0.27% 92
2025
Q1 		$141M Buy
1,254,799
+375,711
+43% +$49.8M 0.16% 157
2024
Q4 		$94.7M Buy
879,088
+720,568
+455% +$70.4M 0.1% 211
2024
Q3 		$12.8M Sell
158,520
-995
-0.6% -$80K 0.01% 593
2024
Q2 		$13.2M Buy
159,515
+9,756
+7% +$787K 0.02% 574
2024
Q1 		$14.5M Sell
149,759
-10,449
-7% -$946K 0.02% 572
2023
Q4 		$13.3M Sell
160,208
-4,665
-3% -$326K 0.01% 579
2023
Q3 		$10.4M Buy
+164,873
New +$10.6M 0.01% 609

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pictet Asset Management increased its Cloudflare (NET) stake by 30% in Q2 2026, buying an estimated $91M and bringing the position to 1,798,113 shares worth $441M. The position accounts for 0.42% of the portfolio, ranked #50.

Pictet Asset Management first reported a position in NET in Q3 2023 and has held it in 12 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Pictet Asset Management held 1,798,113 shares of Cloudflare worth $441M as of Q2 2026.
  • Pictet Asset Management bought 416,128 Cloudflare shares in Q2 2026, an estimated $91M.
  • Cloudflare made up 0.42% of Pictet Asset Management's portfolio in Q2 2026, its #50 holding.
  • Pictet Asset Management first reported a position in Cloudflare in Q3 2023 and has held it in 12 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.