Robeco Institutional Asset Management
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Robeco Institutional Asset Management’s Cloudflare NET Stock Holding History

Robeco Institutional 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 		$35.7M Buy
145,608
+141,260
+3,249% +$30.9M 0.04% 297
2026
Q1 		$897K Sell
4,348
-9,134
-68% -$1.74M ﹤0.01% 747
2025
Q4 		$2.66M Sell
13,482
-5,693
-30% -$1.2M ﹤0.01% 636
2025
Q3 		$4.11M Buy
19,175
+14,701
+329% +$3M 0.01% 591
2025
Q2 		$876K Sell
4,474
-564
-11% -$81.9K ﹤0.01% 769
2025
Q1 		$568K Sell
5,038
-5,076
-50% -$673K ﹤0.01% 827
2024
Q4 		$1.09M Sell
10,114
-4,912
-33% -$480K ﹤0.01% 777
2024
Q3 		$1.22M Sell
15,026
-42
-0.3% -$3.38K ﹤0.01% 770
2024
Q2 		$1.25M Sell
15,068
-55,702
-79% -$4.49M ﹤0.01% 753
2024
Q1 		$6.85M Buy
70,770
+66,353
+1,502% +$6.01M 0.01% 492
2023
Q4 		$368K Sell
4,417
-3,617
-45% -$253K ﹤0.01% 864
2023
Q3 		$506K Sell
8,034
-330
-4% -$21.1K ﹤0.01% 843
2023
Q2 		$547K Sell
8,364
-2,319
-22% -$138K ﹤0.01% 847
2023
Q1 		$659K Hold
10,683
– – ﹤0.01% 826
2022
Q4 		$483K Buy
10,683
+3,905
+58% +$193K ﹤0.01% 842
2022
Q3 		$376K Sell
6,778
-1,754
-21% -$104K ﹤0.01% 784
2022
Q2 		$373K Sell
8,532
-272
-3% -$19.6K ﹤0.01% 786
2022
Q1 		$1.05M Sell
8,804
-6,559
-43% -$684K ﹤0.01% 706
2021
Q4 		$2.02M Buy
15,363
+7,286
+90% +$1.22M ﹤0.01% 644
2021
Q3 		$910K Sell
8,077
-30,915
-79% -$3.69M ﹤0.01% 722
2021
Q2 		$4.13M Sell
38,992
-39,326
-50% -$3.26M 0.01% 606
2021
Q1 		$5.5M Buy
78,318
+72,908
+1,348% +$5.62M 0.01% 551
2020
Q4 		$412K Buy
+5,410
New +$355K ﹤0.01% 796

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

Robeco Institutional Asset Management's NET Position: Q2 2026 in Review

Robeco Institutional Asset Management increased its Cloudflare (NET) stake by 3,249% in Q2 2026, buying an estimated $30.9M and bringing the position to 145,608 shares worth $35.7M. The position accounts for 0.04% of the portfolio, ranked #297.

Robeco Institutional Asset Management first reported a position in NET in Q4 2020 and has held it in 23 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Robeco Institutional Asset Management held 145,608 shares of Cloudflare worth $35.7M as of Q2 2026.
  • Robeco Institutional Asset Management bought 141,260 Cloudflare shares in Q2 2026, an estimated $30.9M.
  • Cloudflare made up 0.04% of Robeco Institutional Asset Management's portfolio in Q2 2026, its #297 holding.
  • Robeco Institutional Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.