Alyeska Investment Group
NET icon

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
2023
Q3 		– Sell
-474,700
Closed -$31M – 581
2023
Q2 		$31M Buy
474,700
+174,700
+58% +$10.4M 0.23% 143
2023
Q1 		$18.5M Buy
+300,000
New +$16.4M 0.16% 175

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 $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group's NET Position: Q1 2026 in Review

Alyeska Investment Group sold out of Cloudflare (NET) in Q1 2026, closing a stake of 332,299 shares — an estimated $65.5M sold.

Alyeska Investment Group first reported a position in NET in Q3 2019 and held it in 7 quarters. The position peaked at $65.5M in Q4 2025. 1,134 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Alyeska Investment Group reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Alyeska Investment Group sold 332,299 Cloudflare shares in Q1 2026, an estimated $65.5M.
  • Alyeska Investment Group first reported a position in Cloudflare in Q3 2019 and held it in 7 quarters.
  • Alyeska Investment Group's Cloudflare position peaked at $65.5M in Q4 2025.
  • 1,134 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Alyeska Investment Group's 13F filing for Q1 2026, filed 15 May 2026.