Carl Ledbetter, a director at $NET, sold 6,904 shares of the company on 01-27-2026 for an estimated $1,450,333. We received data on the trade from a recent SEC filing. This was a sale of approximately 0.7% of their shares of this class of stock. Following this trade, they now own 961,169 shares of this class of $NET stock.
$NET Insider Trading Activity
$NET insiders have traded $NET stock on the open market 363 times in the past 6 months. Of those trades, 0 have been purchases and 363 have been sales.
Here’s a breakdown of recent trading of $NET stock by insiders over the last 6 months:
- MATTHEW PRINCE (CEO & Board Co-Chair) has made 0 purchases and 141 sales selling 942,912 shares for an estimated $193,563,995.
- MICHELLE ZATLYN (President and Board Co-Chair) has made 0 purchases and 84 sales selling 480,455 shares for an estimated $97,326,956.
- THOMAS J SEIFERT (Chief Financial Officer) has made 0 purchases and 47 sales selling 123,110 shares for an estimated $24,186,226.
- CARL LEDBETTER has made 0 purchases and 23 sales selling 90,000 shares for an estimated $18,743,476.
- DOUGLAS JAMES KRAMER (Chief Legal Officer) has made 0 purchases and 20 sales selling 30,000 shares for an estimated $6,266,246.
- JOHN GRAHAM-CUMMING has made 0 purchases and 35 sales selling 17,775 shares for an estimated $3,799,868.
- KATRIN SUDER has made 0 purchases and 2 sales selling 4,062 shares for an estimated $805,047.
- MARK J HAWKINS has made 0 purchases and 4 sales selling 3,134 shares for an estimated $695,065.
- JANEL RILEY (Chief Accounting Officer) has made 0 purchases and 7 sales selling 3,488 shares for an estimated $685,417.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NET Hedge Fund Activity
We have seen 567 institutional investors add shares of $NET stock to their portfolio, and 409 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 5,024,793 shares (-23.0%) from their portfolio in Q4 2025, for an estimated $990,637,939
- PITCAIRN CO removed 4,132,606 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $886,815,921
- JPMORGAN CHASE & CO added 3,435,573 shares (+48.2%) to their portfolio in Q3 2025, for an estimated $737,239,610
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,125,006 shares (+74.8%) to their portfolio in Q3 2025, for an estimated $456,005,037
- BLACKROCK, INC. added 1,190,316 shares (+5.6%) to their portfolio in Q3 2025, for an estimated $255,429,910
- SANDS CAPITAL MANAGEMENT, LLC removed 1,120,555 shares (-22.7%) from their portfolio in Q3 2025, for an estimated $240,459,897
- FMR LLC removed 1,063,016 shares (-7.4%) from their portfolio in Q3 2025, for an estimated $228,112,603
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NET Revenue
$NET had revenues of $562M in Q3 2025. This is an increase of 30.68% from the same period in the prior year.
You can track NET financials on Quiver Quantitative's NET stock page.
$NET Congressional Stock Trading
Members of Congress have traded $NET stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $NET stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 3 purchases worth up to $45,000 on 11/18, 10/17, 09/12 and 1 sale worth up to $15,000 on 12/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$NET Analyst Ratings
Wall Street analysts have issued reports on $NET in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 01/21/2026
- Argus Research issued a "Buy" rating on 11/10/2025
- Citigroup issued a "Buy" rating on 11/03/2025
- Citizens issued a "Market Outperform" rating on 10/31/2025
- Needham issued a "Buy" rating on 10/31/2025
- Wells Fargo issued a "Overweight" rating on 10/31/2025
- RBC Capital issued a "Outperform" rating on 10/31/2025
To track analyst ratings and price targets for $NET, check out Quiver Quantitative's $NET forecast page.
$NET Price Targets
Multiple analysts have issued price targets for $NET recently. We have seen 16 analysts offer price targets for $NET in the last 6 months, with a median target of $260.0.
Here are some recent targets:
- Gregg Moskowitz from Mizuho set a target price of $255.0 on 01/21/2026
- Fatima Boolani from Citigroup set a target price of $260.0 on 01/16/2026
- Roger Boyd from UBS set a target price of $210.0 on 01/13/2026
- James Fish from Piper Sandler set a target price of $220.0 on 01/05/2026
- Saket Kalia from Barclays set a target price of $235.0 on 12/02/2025
- Joseph Bonner from Argus Research set a target price of $265.0 on 11/10/2025
- Aaron Samuels from Susquehanna set a target price of $260.0 on 11/03/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
