Altshuler Shaham’s Cloudflare NET Stock Holding History

Altshuler Shaham’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	$14.7K	Sell	60 -8,630	-99%	-$1.89M	﹤0.01%	301
2026 Q1	$1.79M	Buy	8,690 +5,019	+137%	+$957K	0.03%	95
2025 Q4	$724K	Buy	3,671 +2,659	+263%	+$562K	0.01%	125
2025 Q3	$217K	Buy	+1,012	New	+$207K	﹤0.01%	145
2022 Q1	–	Sell	-47	Closed	-$6K	–	601
2021 Q4	$6K	Buy	+47	New	+$7.88K	﹤0.01%	527
2021 Q2	–	Sell	-97	Closed	-$7K	–	692
2021 Q1	$7K	Buy	97 +6	+7%	+$462	﹤0.01%	425
2020 Q4	$7K	Buy	+91	New	+$5.97K	﹤0.01%	386

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Altshuler Shaham's NET Position: Q2 2026 in Review

Altshuler Shaham reduced its Cloudflare (NET) stake by 99% in Q2 2026, selling an estimated $1.89M and leaving 60 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Altshuler Shaham first reported a position in NET in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.79M in Q1 2026. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Altshuler Shaham held 60 shares of Cloudflare worth $14.7K as of Q2 2026.
Altshuler Shaham sold 8,630 Cloudflare shares in Q2 2026, an estimated $1.89M.
Cloudflare made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #301 holding.
Altshuler Shaham first reported a position in Cloudflare in Q4 2020 and has held it in 7 quarters since.
Altshuler Shaham's Cloudflare position peaked at $1.79M in Q1 2026.
1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.