Assenagon Asset Management S.A.

Position in NET — Cloudflare, Inc.

CIK 1546007 SENNINGERBERG, N4

Position in NET

as of Jun 30, 2026 · filed Aug 21, 2026 Compact

Position Value

$10,001,537

+$8,020,880 QoQ

Shares Held

40,776

+324.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#275

of 1,214 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Assenagon Asset Management S.A. holds $6,513,581,866 across 43 Software - Infrastructure names. NET ranks #24 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,444,656	$3,896,065,581
2	SNPS	Synopsys Inc	2,455,402	$1,095,281,170
3	PANW	Palo Alto Networks Inc	901,261	$307,348,026
4	ORCL	Oracle Corp	1,718,790	$251,888,674
5	PLTR	Palantir Technologies Inc.	1,491,567	$174,021,121
6	NTNX	Nutanix, Inc.	3,262,231	$166,243,291
7	VRSN	Verisign Inc/Ca	310,344	$78,070,136
8	XYZ	Block, Inc.	937,540	$71,253,040

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,001,537	40,776	+324.8%	Shares	Sole	2026-08-21
2026-03-31	$1,980,657	9,599	-2.6%	Shares	Sole	2026-04-20
2025-12-31	$1,943,701	9,859	+23.1%	Shares	Sole	2026-01-09
2025-09-30	$1,719,080	8,011	+14.6%	Shares	Sole	2025-10-07
2025-06-30	$1,369,047	6,991	+8.3%	Shares	Sole	2025-07-11
2025-03-31	$727,752	6,458	+35.1%	Shares	Sole	2025-04-15
2024-12-31	$514,818	4,781	+38.4%	Shares	Sole	2025-01-14
2024-09-30	$279,474	3,455	+21.1%	Shares	Sole	2024-10-23
2024-06-30	$236,313	2,853	-26.4%	Shares	Sole	2024-07-18
2024-03-31	$375,119	3,874	+49.4%	Shares	Sole	2024-04-24
2023-12-31	$215,893	2,593	+55.2%	Shares	Sole	2024-01-17
2022-03-31	$200,018	1,671	-3.6%	Shares	Sole	2022-04-25
2021-12-31	$228,021	1,734	-28.8%	Shares	Sole	2022-02-01
2021-09-30	$274,302	2,435	—	Shares	Sole	2021-10-19
No filing history on record for this holder in this stock.