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Storebrand Asset Management’s Cloudflare NET Stock Holding History

Storebrand 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 		$44.5M Sell
181,336
-1,212
-0.7% -$265K 0.11% 177
2026
Q1 		$37.7M Sell
182,548
-58,279
-24% -$11.1M 0.11% 177
2025
Q4 		$47.5M Sell
240,827
-1,849
-0.8% -$391K 0.13% 159
2025
Q3 		$52.1M Buy
242,676
+82,720
+52% +$16.9M 0.14% 143
2025
Q2 		$31.3M Buy
159,956
+11,880
+8% +$1.72M 0.09% 206
2025
Q1 		$16.7M Buy
148,076
+36,246
+32% +$4.8M 0.05% 310
2024
Q4 		$12M Buy
111,830
+261
+0.2% +$25.5K 0.04% 353
2024
Q3 		$9.02M Buy
111,569
+9,586
+9% +$771K 0.03% 415
2024
Q2 		$8.45M Sell
101,983
-11,676
-10% -$942K 0.03% 413
2024
Q1 		$11M Sell
113,659
-2,668
-2% -$242K 0.04% 369
2023
Q4 		$9.69M Buy
116,327
+18,930
+19% +$1.32M 0.04% 387
2023
Q3 		$6.14M Sell
97,397
-3,789
-4% -$243K 0.03% 442
2023
Q2 		$6.61M Buy
101,186
+2,781
+3% +$166K 0.03% 445
2023
Q1 		$6.07M Sell
98,405
-225
-0.2% -$12.3K 0.03% 450
2022
Q4 		$4.46M Sell
98,630
-410
-0.4% -$20.3K 0.02% 487
2022
Q3 		$5.48M Sell
99,040
-2,164
-2% -$129K 0.03% 439
2022
Q2 		$4.43M Buy
101,204
+5,234
+5% +$377K 0.03% 494
2022
Q1 		$11.5M Sell
95,970
-29,081
-23% -$3.03M 0.05% 348
2021
Q4 		$16.4M Buy
125,051
+32,218
+35% +$5.4M 0.07% 295
2021
Q3 		$10.5M Buy
92,833
+5,941
+7% +$710K 0.05% 366
2021
Q2 		$9.2M Sell
86,892
-15,048
-15% -$1.25M 0.04% 399
2021
Q1 		$7.16M Buy
101,940
+42,748
+72% +$3.29M 0.04% 440
2020
Q4 		$4.5M Buy
+59,192
New +$3.88M 0.03% 505

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Storebrand Asset Management reduced its Cloudflare (NET) stake by 0.66% in Q2 2026, selling an estimated $265K and leaving 181,336 shares worth $44.5M. The position accounts for 0.11% of the portfolio, ranked #177.

Storebrand Asset Management first reported a position in NET in Q4 2020 and has held it in 23 quarters since. The position peaked at $52.1M in Q3 2025. 1,149 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Storebrand Asset Management held 181,336 shares of Cloudflare worth $44.5M as of Q2 2026.
  • Storebrand Asset Management sold 1,212 Cloudflare shares in Q2 2026, an estimated $265K.
  • Cloudflare made up 0.11% of Storebrand Asset Management's portfolio in Q2 2026, its #177 holding.
  • Storebrand Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • Storebrand Asset Management's Cloudflare position peaked at $52.1M in Q3 2025.
  • 1,149 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Storebrand Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.