Alamea Verwaltungs’s Cloudflare NET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$318K Buy
+1,297
New +$284K 0.25% 65
2026
Q1
Sell
-2,519
Closed -$447K 92
2025
Q4
$447K Buy
2,519
+590
+31% +$125K 0.3% 55
2025
Q3
$414K Hold
1,929
0.28% 67
2025
Q2
$378K Hold
1,929
0.28% 74
2025
Q1
$217K Buy
+1,929
New +$256K 0.19% 81

Other funds holding NET

Alamea Verwaltungs's NET Position: Q2 2026 in Review

Alamea Verwaltungs opened a new position in Cloudflare (NET) in Q2 2026: 1,297 shares worth $318K. The stake represents 0.25% of the portfolio and ranks #65 among its holdings. This is a return to the name: Alamea Verwaltungs previously reported a position in NET as recently as Q4 2025.

Alamea Verwaltungs first reported a position in NET in Q1 2025 and has held it in 5 quarters since. The position peaked at $447K in Q4 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Alamea Verwaltungs held 1,297 shares of Cloudflare worth $318K as of Q2 2026.
  • Cloudflare was a new Alamea Verwaltungs position in Q2 2026.
  • Cloudflare made up 0.25% of Alamea Verwaltungs's portfolio in Q2 2026, its #65 holding.
  • Alamea Verwaltungs first reported a position in Cloudflare in Q1 2025 and has held it in 5 quarters since.
  • Alamea Verwaltungs's Cloudflare position peaked at $447K in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Alamea Verwaltungs's 13F filing for Q2 2026, filed 13 Aug 2026.