Ticker · CUSIP 18915M107
···Share
Holders (tracked)
27
Combined shares
35,818,541
Combined value
$7.06B
Last close
$200.99
Quarter
2025Q4
Price · 1Y$200.99+93.09 (+86.27%)H $253.30 · L $102.11 · Avg Vol 3.4M
Congress buyCongress sell
$100.00$150.00$200.00$250.00VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
+6 vs previous quarter over the last 8.
27222024Q12025Q4
Price is +1.9% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

30 events
  1. −320,826 shares · 2025Q4
    Position
  2. +49,438 shares · 2025Q4
    Position
  3. −2,166 shares · 2025Q4
    Position
  4. +112,833 shares · 2025Q4
    Position
  5. −44,630 shares · 2025Q4
    Position
  6. +114,116 shares · 2025Q4
    Position
  7. +20,634 shares · 2025Q4
    Position
  8. +180,102 shares · 2025Q4
    Position
  9. +288,900 shares · 2025Q4
    Position
  10. +451,280 shares · 2025Q4
    Position
  11. +25,882 shares · 2025Q4
    Position
  12. −77,032 shares · 2025Q4
    Position
  13. −198,100 shares · 2025Q4
    Position
  14. −12,228 shares · 2025Q4
    Position
  15. +3,643,501 shares · 2025Q4
    Position
  16. −964 shares · 2025Q4
    Position
  17. −5,024,793 shares · 2025Q4
    Position
  18. +7,229 shares · 2025Q3
    Position
  19. +102,197 shares · 2025Q3
    Position
  20. −126,250 shares · 2025Q3
    Position
  21. −247,726 shares · 2025Q3
    Position
  22. +180,087 shares · 2025Q3
    Position
  23. −7,099 shares · 2025Q3
    Position
  24. −52,239 shares · 2025Q3
    Position
  25. +15,015 shares · 2025Q3
    Position
  26. −1,120,555 shares · 2025Q3
    Position
  27. +273,900 shares · 2025Q3
    Position
  28. −2,764,959 shares · 2025Q3
    Position
  29. +164,303 shares · 2024Q3
    Position
  30. +964 shares · 2025Q3
    Position

Insider activity

No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of NET…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
Baillie Gifford & Co2020Q2$49.49+306.1%$3.38B
Ron Baron (Baron Capital / BAMCO)2019Q3$55.03+265.2%$82.3M
Cathie Wood (ARK Invest)2020Q4$90.84+121.3%$42.2M
Sands Capital Management2021Q1$103.59+94.0%$750.0M
T. Rowe Price2019Q3$121.14+65.9%$208.0M
AQR Capital Management2020Q4$140.79+42.8%$123.1M
Ray Dalio (Bridgewater Associates)2020Q4$148.08+35.7%$8.2M
Paul Tudor Jones (Tudor Investment)2019Q3$176.85+13.7%$4.8M
Paul Tudor Jones (Tudor Investment)2019Q3$176.85+13.7%$4.8M
Paul Tudor Jones (Tudor Investment)2019Q3$176.85+13.7%$4.8M
Renaissance Technologies2020Q1$189.45+6.1%$26.2M
D.E. Shaw & Co.2020Q1$193.67+3.8%$22.7M
D.E. Shaw & Co.2020Q1$193.67+3.8%$22.7M
D.E. Shaw & Co.2020Q1$193.67+3.8%$22.7M
Ken Griffin (Citadel Advisors)2019Q3$194.91+3.1%$234.9M
Ken Griffin (Citadel Advisors)2019Q3$194.91+3.1%$234.9M
Ken Griffin (Citadel Advisors)2019Q3$194.91+3.1%$234.9M
Wellington Management2019Q3$195.73+2.7%$343.1M
Two Sigma Investments2020Q3$197.00+2.0%$603K
Two Sigma Investments2020Q3$197.00+2.0%$603K
Two Sigma Investments2020Q3$197.00+2.0%$603K
Steve Cohen (Point72)2019Q3$197.56+1.7%$37.9M
Steve Cohen (Point72)2019Q3$197.56+1.7%$37.9M
Izzy Englander (Millennium Mgmt)2019Q3$197.70+1.7%$5.5M
Izzy Englander (Millennium Mgmt)2019Q3$197.70+1.7%$5.5M
Izzy Englander (Millennium Mgmt)2019Q3$197.70+1.7%$5.5M
Norges Bank (Norway SWF)2019Q3$1688.21-88.1%$732.3M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
23
$312.05B
2022Q2
23
$120.14B
2022Q3
25
$3.51B
2022Q4
23
$3.03B
2023Q1
21
$4.02B
2023Q2
23
$4.43B
2023Q3
23
$4.50B
2023Q4
22
$5.75B
2024Q1
22
$6.19B
2024Q2
24
$5.62B
2024Q3
23
$3.97B
2024Q4
20
$5.46B
2025Q1
25
$4.70B
2025Q2
23
$8.68B
2025Q3
21
$7.85B
2025Q4
27
$7.06B
Congress members trading this stock
DateMemberTypeAmount rangeFiling
2026-02-04Josh GottheimerSell$1K – $15KPDF ↗
2026-01-30Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-12-24Gilbert CisnerosSell$1K – $15KPDF ↗
2025-11-18Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-10-17Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-09-12Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-06-20Josh GottheimerBuy$1K – $15KPDF ↗
2025-04-08Rob BresnahanSell$1K – $15KPDF ↗
2025-04-04Rob BresnahanSell$1K – $15KPDF ↗
2025-02-10Rob BresnahanBuy$1K – $15KPDF ↗

Who owns NET

27 super-investors · 2025Q4
Tracked stake
35.82M
shares
Combined value
$7.06B
% of shares outstanding
shares-out unknown
Quarter action mix
New7Added11Trim9
#ManagerSharesValue
1Baillie Gifford & Co16.82M$3.32B
2Sands Capital Management3.73M$736M
3Norges Bank
Norway SWF
3.64M$718M
4D.E. Shaw & Co.1.74M$343M
5Wellington Management1.71M$337M
6D.E. Shaw & Co.1.30M$256M
7Two Sigma Investments1.26M$248M
8Ken Griffin
Citadel Advisors
1.17M$230M
9T. Rowe Price1.03M$204M
10Ken Griffin
Citadel Advisors
702.2K$138M
11AQR Capital Management612.7K$121M
12Ron Baron
Baron Capital / BAMCO
409.6K$81M
13Ken Griffin
Citadel Advisors
356.6K$70M
14Izzy Englander
Millennium Mgmt
215.4K$42M
15Cathie Wood
ARK Invest
210.1K$41M
16Steve Cohen
Point72
188.7K$37M
17Renaissance Technologies130.4K$26M
18Steve Cohen
Point72
129.1K$25M
19Paul Tudor Jones
Tudor Investment
114.1K$22M
20D.E. Shaw & Co.112.8K$22M
21Izzy Englander
Millennium Mgmt
74.6K$15M
22Paul Tudor Jones
Tudor Investment
59.7K$12M
23Ray Dalio
Bridgewater Associates
40.9K$8M
24Izzy Englander
Millennium Mgmt
27.3K$5M
25Paul Tudor Jones
Tudor Investment
24.0K$5M
26Two Sigma Investments3.0K$591K
27Two Sigma Investments2.0K$394K

Recent moves

20 transactions
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