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Alta Advisers’s Cloudflare NET Stock Holding History

Alta Advisers’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 		$255K Hold
1,235
– – 0.09% 166
2025
Q4 		$243K Sell
1,235
-500
-29% -$106K 0.09% 163
2025
Q3 		$372K Hold
1,735
– – 0.11% 143
2025
Q2 		$340K Buy
+1,735
New +$252K 0.12% 156
2024
Q4 		– Sell
-800
Closed -$64.7K – 323
2024
Q3 		$64.7K Buy
800
+200
+33% +$16.1K 0.03% 384
2024
Q2 		$49.7K Hold
600
– – 0.02% 381
2024
Q1 		$58.1K Hold
600
– – 0.03% 373
2023
Q4 		$50K Hold
600
– – 0.03% 382
2023
Q3 		$37.8K Hold
600
– – 0.02% 387
2023
Q2 		$39.2K Buy
+600
New +$35.8K 0.02% 385

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

Alta Advisers's NET Position: Q1 2026 in Review

Alta Advisers held its Cloudflare (NET) position steady in Q1 2026 at 1,235 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #166.

Alta Advisers first reported a position in NET in Q2 2023 and has held it in 10 quarters since. The position peaked at $372K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Alta Advisers held 1,235 shares of Cloudflare worth $255K as of Q1 2026.
  • Alta Advisers left its Cloudflare share count unchanged in Q1 2026.
  • Cloudflare made up 0.09% of Alta Advisers's portfolio in Q1 2026, its #166 holding.
  • Alta Advisers first reported a position in Cloudflare in Q2 2023 and has held it in 10 quarters since.
  • Alta Advisers's Cloudflare position peaked at $372K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.