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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aljian Capital Management's NET Position: Q1 2026 in Review

Aljian Capital Management increased its Cloudflare (NET) stake by 11% in Q1 2026, buying an estimated $235K and bringing the position to 12,310 shares worth $2.54M. The position accounts for 0.52% of the portfolio, ranked #25.

Aljian Capital Management first reported a position in NET in Q4 2024 and has held it in 6 quarters since. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Aljian Capital Management held 12,310 shares of Cloudflare worth $2.54M as of Q1 2026.
  • Aljian Capital Management bought 1,231 Cloudflare shares in Q1 2026, an estimated $235K.
  • Cloudflare made up 0.52% of Aljian Capital Management's portfolio in Q1 2026, its #25 holding.
  • Aljian Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 6 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.