SEC 13F Intelligence

Amova Asset Management Americas, Inc. / NET

Amova Asset Management Americas, Inc.’s Cloudflare Inc Position

Does Amova Asset Management Americas, Inc. own Cloudflare Inc (NET)? Yes419.1K shares worth $86M (+1.22% of its 13F portfolio) as of Q1 2026, down from 452.1K shares the prior filed quarter.

Position Value
$86M
Q1 2026
Shares
419.1K
% of Portfolio
+1.22%
Quarters Held
22
currently held

Position History NET

Reported value by quarter
Q4 ’20: $45MQ4 ’20Q1 ’21: $53MQ2 ’21: $71MQ3 ’21: $70MQ3 ’21Q4 ’21: $41MQ1 ’22: $66MQ2 ’22: $32MQ2 ’22Q3 ’22: $41MQ4 ’22: $36MQ1 ’23: $53MQ1 ’23Q2 ’23: $68MQ3 ’23: $67MQ4 ’23: $83MQ4 ’23Q1 ’24: $90MQ2 ’24: $82MQ3 ’24: $75MQ3 ’24Q4 ’24: $87MQ1 ’25: $82MQ2 ’25: $122MQ2 ’25Q3 ’25: $113MQ4 ’25: $89MQ1 ’26: $86MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026419.1K$86M+1.22%
Q4 2025452.1K$89M+1.03%
Q3 2025527.3K$113M+1.10%
Q2 2025624.5K$122M+1.22%
Q1 2025729.8K$82M+1.06%
Q4 2024808.2K$87M+0.94%
Q3 2024930.7K$75M+0.85%
Q2 2024992.9K$82M+0.95%
Q1 2024932.8K$90M+0.90%
Q4 20231.00M$83M+0.80%
Q3 20231.06M$67M+0.80%
Q2 20231.04M$68M+0.72%
Q1 2023884.4K$53M+0.61%
Q4 2022794.8K$36M+0.52%
Q3 2022740.9K$41M+0.53%
Q2 2022733.9K$32M+0.39%
Q1 2022547.9K$66M+0.48%
Q4 2021307.8K$41M+0.21%
Q3 2021622.1K$70M+0.30%
Q2 2021677.2K$71M+0.28%
Q1 2021752.9K$53M+0.26%
Q4 2020594.4K$45M+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amova Asset Management Americas, Inc.’s full portfolio or all institutional holders of NET.