ACM
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Aljian Capital Management’s Cloudflare NET Stock Holding History

Aljian Capital 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
Q3 		$3.31M Buy
9,520
+123
+1% +$36.4K 0.6% 23
2026
Q2 		$2.3M Sell
9,397
-2,913
-24% -$637K 0.43% 30
2026
Q1 		$2.54M Buy
12,310
+1,231
+11% +$235K 0.52% 25
2025
Q4 		$2.18M Buy
11,079
+1,015
+10% +$215K 0.44% 30
2025
Q3 		$2.16M Sell
10,064
-1,604
-14% -$327K 0.43% 32
2025
Q2 		$2.28M Buy
11,668
+2,060
+21% +$299K 0.5% 26
2025
Q1 		$1.08M Buy
9,608
+5,240
+120% +$695K 0.26% 50
2024
Q4 		$470K Buy
+4,368
New +$427K 0.1% 81

Other funds holding NET

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Aljian Capital Management's NET Position: Q3 2026 in Review

Aljian Capital Management increased its Cloudflare (NET) stake by 1.3% in Q3 2026, buying an estimated $36.4K and bringing the position to 9,520 shares worth $3.31M. The position accounts for 0.6% of the portfolio, ranked #23.

Aljian Capital Management first reported a position in NET in Q4 2024 and has held it in 8 quarters since. 658 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Aljian Capital Management held 9,520 shares of Cloudflare worth $3.31M as of Q3 2026.
  • Aljian Capital Management bought 123 Cloudflare shares in Q3 2026, an estimated $36.4K.
  • Cloudflare made up 0.6% of Aljian Capital Management's portfolio in Q3 2026, its #23 holding.
  • Aljian Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 8 quarters since.
  • 658 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Aljian Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.