DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
BankPosition in NET — Cloudflare, Inc.
CIK 1694217
FRANKFURT AM MAIN, 2M
Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$902,086,613
-$27,013,296 QoQ
Shares Held
3,677,783
-18.3% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#17
of 1,217 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Jun 30, 2026CallValue
$61,810,560
CallShares
252,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main holds $7,806,082,623 across 27 Software - Infrastructure names. NET ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,615,164 | $4,332,688,473 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
3,677,783 | $902,086,613 | |
| 3 | ORCL |
Oracle Corp
|
5,954,658 | $872,655,128 | |
| 4 | MDB |
MongoDB, Inc.
|
2,514,942 | $844,769,017 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,378,110 | $469,963,070 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,055,852 | $201,440,720 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
654,279 | $76,334,728 | |
| 8 | SNPS |
Synopsys Inc
|
57,778 | $25,773,030 |
All Filings in NET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,086,613 | 3,677,783 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $61,810,560 | 252,000 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $929,099,909 | 4,502,762 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $181,991,880 | 882,000 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $140,221,162 | 711,241 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $173,886,300 | 882,000 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $53,253,512 | 248,164 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $189,268,380 | 882,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $550,478 | 2,811 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $315,532 | 2,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $388,724 | 3,610 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $80,970 | 1,001 | Shares | Defined | 2026-05-04 | |
| 2024-06-30 | $82,830 | 1,000 | Shares | Defined | 2026-05-04 | |
| 2024-03-31 | $96,830 | 1,000 | Shares | Defined | 2026-05-04 | |
| 2023-12-31 | $83,260 | 1,000 | Shares | Defined | 2026-05-04 | |
| 2023-09-30 | $63,040 | 1,000 | Shares | Defined | 2026-05-04 | |
| 2023-06-30 | $65,435 | 1,001 | Shares | Sole | 2026-05-04 | |
| 2023-03-31 | $61,660 | 1,000 | Shares | Defined | 2026-05-04 | |
| 2022-12-31 | $45,255 | 1,001 | Shares | Sole | 2026-05-04 | |
| 2022-09-30 | $55,365 | 1,001 | Shares | Defined | 2026-05-04 | |
| 2022-06-30 | $43,750 | 1,000 | Shares | Defined | 2026-05-04 | |
| 2022-03-31 | $119,700 | 1,000 | Shares | Defined | 2026-05-04 | |
| 2021-12-31 | $458,277 | 3,485 | Shares | Defined | 2026-05-04 | |
| 2021-09-30 | $210,655 | 1,870 | Shares | Defined | 2026-05-04 | |
| 2021-06-30 | $197,920 | 1,870 | Shares | Defined | 2026-05-04 | |
| 2021-03-31 | $131,386 | 1,870 | Shares | Defined | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||