Alyeska Investment Group
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Alyeska Investment Group’s Cloudflare NET Stock Holding History

Alyeska Investment Group’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 		$75.6M Buy
+308,200
New +$67.4M 0.19% 148
2026
Q1 		– Sell
-332,299
Closed -$65.5M – 707
2025
Q4 		$65.5M Buy
332,299
+242,069
+268% +$51.2M 0.19% 149
2025
Q3 		$19.4M Buy
90,230
+31,339
+53% +$6.4M 0.06% 288
2025
Q2 		$11.5M Buy
+58,891
New +$8.55M 0.04% 341
2020
Q4 		– Sell
-11,425
Closed -$749K – 570
2020
Q3 		$469K Sell
11,425
-303,168
-96% -$11.6M 0.01% 420
2020
Q2 		$11.3M Buy
+314,593
New +$8.79M 0.17% 183
2020
Q1 		– Sell
-301,143
Closed -$5.14M – 438
2019
Q4 		$5.14M Buy
301,143
+1,143
+0.4% +$19.5K 0.07% 223
2019
Q3 		$5.57M Buy
+300,000
New +$5.8M 0.08% 215

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alyeska Investment Group's NET Position: Q2 2026 in Review

Alyeska Investment Group opened a new position in Cloudflare (NET) in Q2 2026: 308,200 shares worth $75.6M. The stake represents 0.19% of the portfolio and ranks #148 among its holdings. This is a return to the name: Alyeska Investment Group previously reported a position in NET as recently as Q4 2025.

Alyeska Investment Group first reported a position in NET in Q3 2019 and has held it in 8 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Alyeska Investment Group held 308,200 shares of Cloudflare worth $75.6M as of Q2 2026.
  • Cloudflare was a new Alyeska Investment Group position in Q2 2026.
  • Cloudflare made up 0.19% of Alyeska Investment Group's portfolio in Q2 2026, its #148 holding.
  • Alyeska Investment Group first reported a position in Cloudflare in Q3 2019 and has held it in 8 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Alyeska Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.