Royal London Asset Management
NET icon

Royal London Asset Management’s Cloudflare NET Stock Holding History

Royal London 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 		$94.9M Buy
386,929
+183,183
+90% +$40.1M 0.17% 116
2026
Q1 		$42M Buy
203,746
+47,463
+30% +$9.05M 0.09% 198
2025
Q4 		$30.8M Sell
156,283
-897
-0.6% -$190K 0.06% 243
2025
Q3 		$33.7M Sell
157,180
-10,595
-6% -$2.16M 0.07% 238
2025
Q2 		$32.9M Buy
167,775
+7,397
+5% +$1.07M 0.08% 235
2025
Q1 		$18.1M Buy
160,378
+18,487
+13% +$2.45M 0.04% 334
2024
Q4 		$15.3M Buy
141,891
+20,990
+17% +$2.05M 0.04% 350
2024
Q3 		$9.78M Buy
120,901
+9,003
+8% +$724K 0.02% 423
2024
Q2 		$9.27M Buy
111,898
+2,330
+2% +$188K 0.02% 413
2024
Q1 		$10.6M Buy
109,568
+529
+0.5% +$47.9K 0.03% 387
2023
Q4 		$9.08M Buy
109,039
+1,845
+2% +$129K 0.03% 400
2023
Q3 		$6.76M Buy
107,194
+2,374
+2% +$152K 0.02% 443
2023
Q2 		$6.85M Buy
104,820
+6,182
+6% +$369K 0.02% 430
2023
Q1 		$6.08M Buy
98,638
+3,866
+4% +$211K 0.02% 423
2022
Q4 		$4.29M Buy
94,772
+3,452
+4% +$171K 0.02% 496
2022
Q3 		$5.05M Buy
91,320
+357
+0.4% +$21.2K 0.03% 426
2022
Q2 		$3.98M Hold
90,963
– – 0.02% 511
2022
Q1 		$10.9M Buy
90,963
+3,321
+4% +$346K 0.04% 318
2021
Q4 		$11.5M Sell
87,642
-847
-1% -$142K 0.04% 318
2021
Q3 		$9.97M Buy
88,489
+677
+0.8% +$80.9K 0.04% 330
2021
Q2 		$9.29M Buy
87,812
+44,942
+105% +$3.72M 0.04% 347
2021
Q1 		$3.01M Buy
+42,870
New +$3.3M 0.01% 593

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

Royal London Asset Management's NET Position: Q2 2026 in Review

Royal London Asset Management increased its Cloudflare (NET) stake by 90% in Q2 2026, buying an estimated $40.1M and bringing the position to 386,929 shares worth $94.9M. The position accounts for 0.17% of the portfolio, ranked #116.

Royal London Asset Management first reported a position in NET in Q1 2021 and has held it in 22 quarters since. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Royal London Asset Management held 386,929 shares of Cloudflare worth $94.9M as of Q2 2026.
  • Royal London Asset Management bought 183,183 Cloudflare shares in Q2 2026, an estimated $40.1M.
  • Cloudflare made up 0.17% of Royal London Asset Management's portfolio in Q2 2026, its #116 holding.
  • Royal London Asset Management first reported a position in Cloudflare in Q1 2021 and has held it in 22 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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