Avalon Global Asset Management’s Cloudflare NET Stock Holding History

Avalon Global Asset 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	$16.6M	Buy	80,400 +5,000	+7%	+$953K	2.29%	17
2025 Q4	$14.9M	Hold	75,400	–	–	2.4%	18
2025 Q3	$16.2M	Hold	75,400	–	–	1.85%	17
2025 Q2	$14.8M	Sell	75,400 -5,000	-6%	-$726K	1.75%	19
2025 Q1	$9.06M	Hold	80,400	–	–	1.27%	25
2024 Q4	$8.66M	Sell	80,400 -20,000	-20%	-$1.95M	2.08%	19
2024 Q3	$8.12M	Hold	100,400	–	–	1.22%	28
2024 Q2	$8.32M	Buy	100,400 +30,000	+43%	+$2.42M	1.89%	23
2024 Q1	$6.82M	Hold	70,400	–	–	0.98%	30
2023 Q4	$5.86M	Hold	70,400	–	–	2.06%	21
2023 Q3	$4.44M	Hold	70,400	–	–	1.74%	23
2023 Q2	$4.6M	Sell	70,400 -9,600	-12%	-$573K	1.7%	24
2023 Q1	$4.93M	Buy	80,000 +20,000	+33%	+$1.09M	2.43%	19
2022 Q4	$2.71M	Buy	60,000 +10,000	+20%	+$495K	1.7%	22
2022 Q3	$2.77M	Buy	+50,000	New	+$2.97M	1.26%	28
2022 Q2	–	Sell	-35,000	Closed	-$2.52M	–	45
2022 Q1	$4.19M	Buy	+35,000	New	+$3.65M	0.97%	34

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

Avalon Global Asset Management's NET Position: Q1 2026 in Review

Avalon Global Asset Management increased its Cloudflare (NET) stake by 6.6% in Q1 2026, buying an estimated $953K and bringing the position to 80,400 shares worth $16.6M. The position accounts for 2.29% of the portfolio, ranked #17.

Avalon Global Asset Management first reported a position in NET in Q1 2022 and has held it in 16 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Avalon Global Asset Management held 80,400 shares of Cloudflare worth $16.6M as of Q1 2026.
Avalon Global Asset Management bought 5,000 Cloudflare shares in Q1 2026, an estimated $953K.
Cloudflare made up 2.29% of Avalon Global Asset Management's portfolio in Q1 2026, its #17 holding.
Avalon Global Asset Management first reported a position in Cloudflare in Q1 2022 and has held it in 16 quarters since.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Avalon Global Asset Management's 13F filing for Q1 2026, filed 14 May 2026.