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AXS Investments’s Cloudflare NET Stock Holding History

AXS Investments’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 		$645K Sell
3,126
-432
-12% -$82.4K 0.26% 76
2025
Q4 		$701K Sell
3,558
-1
-0% -$212 0.24% 82
2025
Q3 		$764K Buy
+3,559
New +$727K 0.24% 85
2025
Q2 		– Sell
-9,095
Closed -$1.02M – 195
2025
Q1 		$1.02M Buy
+9,095
New +$1.21M 0.28% 159

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

AXS Investments's NET Position: Q1 2026 in Review

AXS Investments reduced its Cloudflare (NET) stake by 12% in Q1 2026, selling an estimated $82.4K and leaving 3,126 shares worth $645K. The position accounts for 0.26% of the portfolio, ranked #76.

AXS Investments first reported a position in NET in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • AXS Investments held 3,126 shares of Cloudflare worth $645K as of Q1 2026.
  • AXS Investments sold 432 Cloudflare shares in Q1 2026, an estimated $82.4K.
  • Cloudflare made up 0.26% of AXS Investments's portfolio in Q1 2026, its #76 holding.
  • AXS Investments first reported a position in Cloudflare in Q1 2025 and has held it in 4 quarters since.
  • AXS Investments's Cloudflare position peaked at $1.02M in Q1 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.