1832 Asset Management
NET icon

1832 Asset Management’s Cloudflare NET Stock Holding History

1832 Asset Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.3M Sell
192,800
-1,020,100
-84% -$223M 0.02% 252
2026
Q1 		$250M Buy
1,212,900
+65,000
+6% +$12.4M 0.23% 84
2025
Q4 		$226M Sell
1,147,900
-177,800
-13% -$37.6M 0.17% 85
2025
Q3 		$284M Sell
1,325,700
-624,200
-32% -$127M 0.22% 50
2025
Q2 		$382M Sell
1,949,900
-131,500
-6% -$19.1M 0.3% 42
2025
Q1 		$235M Sell
2,081,400
-1,068,000
-34% -$142M 0.21% 65
2024
Q4 		$339M Buy
3,149,400
+603,300
+24% +$58.9M 0.29% 44
2024
Q3 		$206M Buy
2,546,100
+385,265
+18% +$31M 0.16% 74
2024
Q2 		$179M Sell
2,160,835
-461,565
-18% -$37.2M 0.15% 80
2024
Q1 		$254M Sell
2,622,400
-294,200
-10% -$26.6M 0.15% 62
2023
Q4 		$243M Buy
2,916,600
+1,597,900
+121% +$112M 0.35% 59
2023
Q3 		$83.1M Buy
+1,318,700
New +$84.4M 0.12% 123
2023
Q2 		– Sell
-1,888,400
Closed -$116M – 899
2023
Q1 		$116M Buy
1,888,400
+1,433,500
+315% +$78.4M 0.17% 89
2022
Q4 		$20.6M Buy
+454,900
New +$22.5M 0.03% 276
2022
Q2 		– Sell
-643,700
Closed -$76M – 928
2022
Q1 		$76M Buy
643,700
+643,695
+12,873,900% +$67.1M 0.11% 164
2021
Q4 		$1K Sell
5
-1,599
-100% -$268K ﹤0.01% 702
2021
Q3 		$181K Sell
1,604
-1,295,396
-100% -$155M ﹤0.01% 711
2021
Q2 		$138M Buy
+1,297,000
New +$107M 0.27% 101
2021
Q1 		– Sell
-1,427,600
Closed -$110M – 749
2020
Q4 		$110M Buy
1,427,600
+1,334,800
+1,438% +$87.5M 0.26% 108
2020
Q3 		$3.8M Buy
+92,800
New +$3.55M 0.01% 351

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1832 Asset Management's NET Position: Q2 2026 in Review

1832 Asset Management reduced its Cloudflare (NET) stake by 84% in Q2 2026, selling an estimated $223M and leaving 192,800 shares worth $47.3M. The position accounts for 0.02% of the portfolio, ranked #252.

1832 Asset Management first reported a position in NET in Q3 2020 and has held it in 20 quarters since. The position peaked at $382M in Q2 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • 1832 Asset Management held 192,800 shares of Cloudflare worth $47.3M as of Q2 2026.
  • 1832 Asset Management sold 1,020,100 Cloudflare shares in Q2 2026, an estimated $223M.
  • Cloudflare made up 0.02% of 1832 Asset Management's portfolio in Q2 2026, its #252 holding.
  • 1832 Asset Management first reported a position in Cloudflare in Q3 2020 and has held it in 20 quarters since.
  • 1832 Asset Management's Cloudflare position peaked at $382M in Q2 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.