TD Asset Management
NET icon

TD Asset Management’s Cloudflare NET Stock Holding History

TD 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 		$54.5M Buy
222,134
+132,168
+147% +$28.9M 0.05% 292
2026
Q1 		$18.6M Buy
89,966
+6,499
+8% +$1.24M 0.02% 526
2025
Q4 		$16.5M Buy
83,467
+2,994
+4% +$633K 0.01% 546
2025
Q3 		$17.3M Buy
80,473
+3,633
+5% +$742K 0.01% 536
2025
Q2 		$15M Sell
76,840
-4,648
-6% -$675K 0.01% 546
2025
Q1 		$9.18M Buy
81,488
+2,912
+4% +$386K 0.01% 653
2024
Q4 		$8.46M Buy
78,576
+5,223
+7% +$510K 0.01% 679
2024
Q3 		$5.98M Buy
73,353
+3,357
+5% +$270K 0.01% 759
2024
Q2 		$5.8M Buy
69,996
+939
+1% +$75.8K 0.01% 731
2024
Q1 		$6.69M Buy
69,057
+3,355
+5% +$304K 0.01% 707
2023
Q4 		$5.47M Buy
65,702
+7,230
+12% +$506K 0.01% 744
2023
Q3 		$3.69M Buy
58,472
+3,337
+6% +$214K ﹤0.01% 793
2023
Q2 		$3.6M Buy
55,135
+3,873
+8% +$231K ﹤0.01% 807
2023
Q1 		$3.16M Sell
51,262
-811
-2% -$44.3K ﹤0.01% 859
2022
Q4 		$2.35M Buy
52,073
+2,088
+4% +$103K ﹤0.01% 938
2022
Q3 		$2.74M Sell
49,985
-857
-2% -$50.9K ﹤0.01% 912
2022
Q2 		$2.22M Sell
50,842
-50
-0.1% -$3.6K ﹤0.01% 979
2022
Q1 		$6.09M Sell
50,892
-2,073
-4% -$216K 0.01% 779
2021
Q4 		$6.96M Sell
52,965
-1,273
-2% -$213K 0.01% 774
2021
Q3 		$6.11M Buy
54,238
+1,405
+3% +$168K 0.01% 772
2021
Q2 		$6.27M Buy
52,833
+36,917
+232% +$3.06M 0.01% 777
2021
Q1 		$1.12M Buy
15,916
+3,000
+23% +$231K ﹤0.01% 1243
2020
Q4 		$981K Buy
+12,916
New +$847K ﹤0.01% 1189

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
VPM
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
VCM
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

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

TD Asset Management increased its Cloudflare (NET) stake by 147% in Q2 2026, buying an estimated $28.9M and bringing the position to 222,134 shares worth $54.5M. The position accounts for 0.05% of the portfolio, ranked #292.

TD Asset Management first reported a position in NET in Q4 2020 and has held it in 23 quarters since. 952 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • TD Asset Management held 222,134 shares of Cloudflare worth $54.5M as of Q2 2026.
  • TD Asset Management bought 132,168 Cloudflare shares in Q2 2026, an estimated $28.9M.
  • Cloudflare made up 0.05% of TD Asset Management's portfolio in Q2 2026, its #292 holding.
  • TD Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • 952 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.