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 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 $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altshuler Shaham's NET Position: Q1 2026 in Review

Altshuler Shaham increased its Cloudflare (NET) stake by 137% in Q1 2026, buying an estimated $957K and bringing the position to 8,690 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #95.

Altshuler Shaham first reported a position in NET in Q4 2020 and has held it in 6 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Altshuler Shaham held 8,690 shares of Cloudflare worth $1.79M as of Q1 2026.
Altshuler Shaham bought 5,019 Cloudflare shares in Q1 2026, an estimated $957K.
Cloudflare made up 0.03% of Altshuler Shaham's portfolio in Q1 2026, its #95 holding.
Altshuler Shaham first reported a position in Cloudflare in Q4 2020 and has held it in 6 quarters since.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.