Michelle Zatlyn, the President and Board Co-Chair of $NET, sold 6,578 shares of the company on 04-22-2026 for an estimated $1,380,095. We received data on the trade from a recent SEC filing. This was a sale of approximately 14.5% of their shares of this class of stock. Following this trade, they now own 38,909 shares of this class of $NET stock.
$NET Insider Trading Activity
$NET insiders have traded $NET stock on the open market 356 times in the past 6 months. Of those trades, 0 have been purchases and 356 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 150 sales selling 942,912 shares for an estimated $187,342,245.
- MICHELLE ZATLYN (President and Board Co-Chair) has made 0 purchases and 82 sales selling 480,435 shares for an estimated $92,703,888.
- THOMAS J SEIFERT (Chief Financial Officer) has made 0 purchases and 54 sales selling 123,453 shares for an estimated $23,734,661.
- CARL LEDBETTER has made 0 purchases and 15 sales selling 60,000 shares for an estimated $12,694,842.
- JANEL RILEY (Chief Accounting Officer) has made 0 purchases and 9 sales selling 30,980 shares for an estimated $5,867,297.
- DOUGLAS JAMES KRAMER (CHIEF LEGAL OFFICER) has made 0 purchases and 11 sales selling 18,000 shares for an estimated $3,672,539.
- JOHN GRAHAM-CUMMING has made 0 purchases and 29 sales selling 11,204 shares for an estimated $2,308,555.
- 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 1,401 shares for an estimated $332,121.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NET Hedge Fund Activity
We have seen 563 institutional investors add shares of $NET stock to their portfolio, and 463 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,471,762 shares (-75.2%) from their portfolio in Q4 2025, for an estimated $1,473,057,878
- BAILLIE GIFFORD & CO removed 5,024,793 shares (-23.0%) from their portfolio in Q4 2025, for an estimated $990,637,939
- CAPITAL WORLD INVESTORS removed 4,689,869 shares (-11.6%) from their portfolio in Q4 2025, for an estimated $924,607,673
- JPMORGAN CHASE & CO added 3,045,901 shares (+28.8%) to their portfolio in Q4 2025, for an estimated $600,499,382
- JENNISON ASSOCIATES LLC added 1,657,144 shares (+802.6%) to their portfolio in Q4 2025, for an estimated $326,705,939
- CORIENT PRIVATE WEALTH LLC added 1,375,602 shares (+5785.7%) to their portfolio in Q4 2025, for an estimated $271,199,934
- MORGAN STANLEY removed 1,001,947 shares (-5.3%) from their portfolio in Q4 2025, for an estimated $197,533,851
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NET Revenue
$NET had revenues of $614.5M in Q4 2025. This is an increase of 33.6% 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, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $NET stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 02/04.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 01/30, 11/18 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 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/11/2026
- Needham issued a "Buy" rating on 02/11/2026
- 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
- RBC Capital issued a "Outperform" rating on 10/31/2025
- Citizens issued a "Market 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 19 analysts offer price targets for $NET in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- James Fish from Piper Sandler set a target price of $222.0 on 04/15/2026
- Gregg Moskowitz from Mizuho set a target price of $235.0 on 04/14/2026
- Fatima Boolani from Citigroup set a target price of $265.0 on 02/12/2026
- Joseph Gallo from Jefferies set a target price of $225.0 on 02/11/2026
- Matthew Hedberg from RBC Capital set a target price of $240.0 on 02/11/2026
- John Difucci from Guggenheim set a target price of $140.0 on 02/11/2026
- Ryan Macwilliams from Wells Fargo set a target price of $270.0 on 02/11/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
