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Atika Capital Management’s Cloudflare NET Stock Holding History

Atika 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 		$13.4M Buy
65,000
+10,100
+18% +$1.93M 1.68% 18
2025
Q4 		$10.8M Sell
54,900
-43,110
-44% -$9.12M 1.14% 25
2025
Q3 		$21M Buy
98,010
+29,209
+42% +$5.96M 1.69% 19
2025
Q2 		$13.5M Buy
68,801
+32,801
+91% +$4.76M 1.35% 23
2025
Q1 		$4.06M Sell
36,000
-35,800
-50% -$4.75M 0.57% 53
2024
Q4 		$7.73M Sell
71,800
-15,200
-17% -$1.48M 0.82% 37
2024
Q3 		$7.04M Sell
87,000
-2,500
-3% -$201K 0.72% 47
2024
Q2 		$7.41M Sell
89,500
-55,600
-38% -$4.49M 0.73% 47
2024
Q1 		$14.1M Buy
+145,100
New +$13.1M 1.38% 26
2023
Q4 		– Sell
-164,500
Closed -$10.4M – 88
2023
Q3 		$10.4M Sell
164,500
-66,500
-29% -$4.26M 1.36% 32
2023
Q2 		$15.1M Buy
231,000
+65,500
+40% +$3.91M 1.51% 18
2023
Q1 		$10.2M Buy
+165,500
New +$9.05M 1.51% 19
2022
Q4 		– Sell
-252,500
Closed -$14M – 96
2022
Q3 		$14M Buy
252,500
+43,500
+21% +$2.58M 1.18% 34
2022
Q2 		$9.14M Sell
209,000
-10,000
-5% -$720K 1.03% 37
2022
Q1 		$26.2M Sell
219,000
-15,700
-7% -$1.64M 2.21% 16
2021
Q4 		$30.9M Sell
234,700
-5,000
-2% -$838K 2.17% 8
2021
Q3 		$27M Buy
239,700
+3,700
+2% +$442K 1.61% 13
2021
Q2 		$25M Buy
236,000
+34,000
+17% +$2.81M 1.97% 13
2021
Q1 		$14.2M Sell
202,000
-87,000
-30% -$6.71M 1.23% 33
2020
Q4 		$22M Buy
289,000
+58,800
+26% +$3.86M 1.72% 8
2020
Q3 		$9.45M Buy
230,200
+120,200
+109% +$4.6M 0.77% 46
2020
Q2 		$3.96M Buy
+110,000
New +$3.07M 0.51% 71

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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Atika Capital Management increased its Cloudflare (NET) stake by 18% in Q1 2026, buying an estimated $1.93M and bringing the position to 65,000 shares worth $13.4M. The position accounts for 1.68% of the portfolio, ranked #18.

Atika Capital Management first reported a position in NET in Q2 2020 and has held it in 22 quarters since. The position peaked at $30.9M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Atika Capital Management held 65,000 shares of Cloudflare worth $13.4M as of Q1 2026.
  • Atika Capital Management bought 10,100 Cloudflare shares in Q1 2026, an estimated $1.93M.
  • Cloudflare made up 1.68% of Atika Capital Management's portfolio in Q1 2026, its #18 holding.
  • Atika Capital Management first reported a position in Cloudflare in Q2 2020 and has held it in 22 quarters since.
  • Atika Capital Management's Cloudflare position peaked at $30.9M in Q4 2021.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Atika Capital Management's 13F filing for Q1 2026, filed 14 May 2026.