ACM
NET icon

Aquatic Capital Management’s Cloudflare NET Stock Holding History

Aquatic Capital Management’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 		– Sell
-4,799
Closed -$946K – 1673
2025
Q4 		$946K Buy
+4,799
New +$1.02M 0.03% 566
2025
Q2 		– Sell
-170,568
Closed -$19.2M – 1441
2025
Q1 		$19.2M Buy
+170,568
New +$22.6M 0.49% 43
2023
Q3 		– Sell
-34,200
Closed -$2.24M – 1511
2023
Q2 		$2.24M Buy
34,200
+2,900
+9% +$173K 0.12% 183
2023
Q1 		$1.93M Buy
+31,300
New +$1.71M 0.12% 193
2022
Q2 		– Sell
-4,300
Closed -$515K – 1446
2022
Q1 		$515K Buy
+4,300
New +$448K 0.77% 18

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Aquatic Capital Management's NET Position: Q1 2026 in Review

Aquatic Capital Management sold out of Cloudflare (NET) in Q1 2026, closing a stake of 4,799 shares — an estimated $946K sold.

Aquatic Capital Management first reported a position in NET in Q1 2022 and held it in 5 quarters. The position peaked at $19.2M in Q1 2025. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Aquatic Capital Management reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 4,799 Cloudflare shares in Q1 2026, an estimated $946K.
  • Aquatic Capital Management first reported a position in Cloudflare in Q1 2022 and held it in 5 quarters.
  • Aquatic Capital Management's Cloudflare position peaked at $19.2M in Q1 2025.
  • 1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.