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Shell Asset Management’s Cloudflare NET Stock Holding History

Shell 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
2025
Q3 		$628K Sell
2,925
-1,376
-32% -$281K 0.06% 308
2025
Q2 		$842K Buy
4,301
+2,269
+112% +$329K 0.03% 397
2025
Q1 		$229K Hold
2,032
– – 0.01% 731
2024
Q4 		$219K Sell
2,032
-156
-7% -$15.2K 0.01% 803
2024
Q3 		$177K Buy
+2,188
New +$176K 0.01% 881
2024
Q1 		$181K Sell
2,188
-1,508
-41% -$137K 0.01% 854
2023
Q4 		$308K Sell
3,696
-1,040
-22% -$72.7K 0.01% 704
2023
Q3 		$299K Sell
4,736
-124
-3% -$7.94K 0.01% 758
2023
Q2 		$318K Sell
4,860
-368
-7% -$22K 0.01% 760
2023
Q1 		$322K Hold
5,228
– – 0.01% 761
2022
Q4 		$236K Sell
5,228
-879
-14% -$43.5K 0.01% 882
2022
Q3 		$338K Sell
6,107
-2,669
-30% -$159K 0.01% 773
2022
Q2 		$384K Buy
8,776
+322
+4% +$23.2K 0.01% 852
2022
Q1 		$1.01M Buy
8,454
+442
+6% +$46.1K 0.02% 491
2021
Q4 		$1.05M Sell
8,012
-3,338
-29% -$559K 0.02% 542
2021
Q3 		$1.28M Sell
11,350
-14,306
-56% -$1.71M 0.03% 433
2021
Q2 		$2.71M Buy
25,656
+24,281
+1,766% +$2.01M 0.05% 307
2021
Q1 		$97K Buy
1,375
+683
+99% +$52.6K ﹤0.01% 1295
2020
Q4 		$53K Buy
+692
New +$45.4K ﹤0.01% 1356

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shell Asset Management's NET Position: Q3 2025 in Review

Shell Asset Management reduced its Cloudflare (NET) stake by 32% in Q3 2025, selling an estimated $281K and leaving 2,925 shares worth $628K. The position accounts for 0.06% of the portfolio, ranked #308.

Shell Asset Management first reported a position in NET in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.71M in Q2 2021. 1,039 funds tracked by Wall St. Rank hold NET as of Q3 2025.

  • Shell Asset Management held 2,925 shares of Cloudflare worth $628K as of Q3 2025.
  • Shell Asset Management sold 1,376 Cloudflare shares in Q3 2025, an estimated $281K.
  • Cloudflare made up 0.06% of Shell Asset Management's portfolio in Q3 2025, its #308 holding.
  • Shell Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 19 quarters since.
  • Shell Asset Management's Cloudflare position peaked at $2.71M in Q2 2021.
  • 1,039 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.