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B. Metzler seel. Sohn & Co’s Cloudflare NET Stock Holding History

B. Metzler seel. Sohn & Co’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 		$2.46M Sell
11,936
-2,573
-18% -$491K 0.02% 344
2025
Q4 		$2.86M Sell
14,509
-1,662
-10% -$352K 0.02% 322
2025
Q3 		$3.47M Sell
16,171
-1,401
-8% -$286K 0.03% 270
2025
Q2 		$3.44M Buy
17,572
+3,114
+22% +$452K 0.03% 260
2025
Q1 		$1.63M Sell
14,458
-5,232
-27% -$694K 0.02% 403
2024
Q4 		$2.12M Buy
19,690
+12,379
+169% +$1.21M 0.02% 357
2024
Q3 		$591K Hold
7,311
– – 0.01% 622
2024
Q2 		$606K Buy
7,311
+403
+6% +$32.5K 0.01% 614
2024
Q1 		$669K Buy
6,908
+607
+10% +$55K 0.01% 579
2023
Q4 		$525K Hold
6,301
– – 0.01% 609
2023
Q3 		$397K Hold
6,301
– – 0.01% 609
2023
Q2 		$412K Buy
6,301
+1,094
+21% +$65.3K 0.01% 604
2023
Q1 		$321K Hold
5,207
– – 0.01% 617
2022
Q4 		$235K Hold
5,207
– – ﹤0.01% 669
2022
Q3 		$288K Hold
5,207
– – 0.01% 641
2022
Q2 		$228K Hold
5,207
– – ﹤0.01% 692
2022
Q1 		$623K Buy
5,207
+860
+20% +$89.7K 0.01% 562
2021
Q4 		$579K Buy
4,347
+659
+18% +$110K 0.01% 533
2021
Q3 		$415K Hold
3,688
– – 0.01% 588
2021
Q2 		$390K Buy
3,688
+838
+29% +$69.4K 0.01% 585
2021
Q1 		$200K Buy
+2,850
New +$220K ﹤0.01% 667

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

B. Metzler seel. Sohn & Co's NET Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its Cloudflare (NET) stake by 18% in Q1 2026, selling an estimated $491K and leaving 11,936 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #344.

B. Metzler seel. Sohn & Co first reported a position in NET in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.47M in Q3 2025. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 11,936 shares of Cloudflare worth $2.46M as of Q1 2026.
  • B. Metzler seel. Sohn & Co sold 2,573 Cloudflare shares in Q1 2026, an estimated $491K.
  • Cloudflare made up 0.02% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #344 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Cloudflare in Q1 2021 and has held it in 21 quarters since.
  • B. Metzler seel. Sohn & Co's Cloudflare position peaked at $3.47M in Q3 2025.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.