Balyasny Asset Management
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Balyasny Asset Management’s Cloudflare NET Stock Holding History

Balyasny 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 		$4.83M Buy
23,400
+16,400
+234% +$3.13M 0.01% 1377
2025
Q4 		$1.38M Hold
7,000
– – ﹤0.01% 2042
2025
Q3 		$1.5M Sell
7,000
-1,800
-20% -$367K ﹤0.01% 1940
2025
Q2 		$1.72M Sell
8,800
-11,900
-57% -$1.73M ﹤0.01% 1810
2025
Q1 		$2.33M Sell
20,700
-71,400
-78% -$9.46M ﹤0.01% 1632
2024
Q4 		$9.92M Buy
92,100
+34,600
+60% +$3.38M 0.01% 963
2024
Q3 		$4.65M Buy
57,500
+12,300
+27% +$989K 0.01% 1282
2024
Q2 		$3.74M Buy
45,200
+29,500
+188% +$2.38M 0.01% 1300
2024
Q1 		$1.52M Buy
+15,700
New +$1.42M ﹤0.01% 1641
2023
Q4 		– Sell
-110,000
Closed -$6.93M – 2759
2023
Q3 		$6.93M Buy
+110,000
New +$7.04M 0.01% 984

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

Balyasny Asset Management's NET Position: Q1 2026 in Review

Balyasny Asset Management increased its Cloudflare (NET) stake by 33% in Q1 2026, buying an estimated $16.7M and bringing the position to 350,237 shares worth $72.3M. The position accounts for 0.09% of the portfolio, ranked #242.

Balyasny Asset Management first reported a position in NET in Q3 2019 and has held it in 21 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Balyasny Asset Management held 350,237 shares of Cloudflare worth $72.3M as of Q1 2026.
  • Balyasny Asset Management bought 87,539 Cloudflare shares in Q1 2026, an estimated $16.7M.
  • Cloudflare made up 0.09% of Balyasny Asset Management's portfolio in Q1 2026, its #242 holding.
  • Balyasny Asset Management first reported a position in Cloudflare in Q3 2019 and has held it in 21 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

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