BAMCO Inc
NET icon

BAMCO Inc’s Cloudflare NET Stock Holding History

BAMCO Inc’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
Q2 		$116M Buy
471,598
+14,274
+3% +$3.12M 0.17% 58
2026
Q1 		$94.4M Buy
457,324
+47,720
+12% +$9.1M 0.28% 54
2025
Q4 		$80.8M Sell
409,604
-44,630
-10% -$9.44M 0.22% 84
2025
Q3 		$97.5M Sell
454,234
-52,239
-10% -$10.7M 0.26% 77
2025
Q2 		$99.2M Sell
506,473
-328,409
-39% -$47.7M 0.27% 76
2025
Q1 		$94.1M Sell
834,882
-62,673
-7% -$8.31M 0.28% 65
2024
Q4 		$96.6M Buy
897,555
+47,075
+6% +$4.6M 0.25% 75
2024
Q3 		$68.8M Sell
850,480
-13,683
-2% -$1.1M 0.18% 106
2024
Q2 		$71.6M Buy
864,163
+19,117
+2% +$1.54M 0.21% 98
2024
Q1 		$81.8M Sell
845,046
-90,239
-10% -$8.17M 0.22% 88
2023
Q4 		$77.9M Sell
935,285
-4,244
-0.5% -$297K 0.21% 95
2023
Q3 		$59.2M Buy
939,529
+7,086
+0.8% +$454K 0.17% 108
2023
Q2 		$61M Buy
932,443
+42,287
+5% +$2.52M 0.17% 107
2023
Q1 		$54.9M Buy
890,156
+49,971
+6% +$2.73M 0.16% 108
2022
Q4 		$38M Buy
840,185
+75,696
+10% +$3.74M 0.13% 131
2022
Q3 		$42.3M Buy
764,489
+82,588
+12% +$4.9M 0.14% 123
2022
Q2 		$29.8M Buy
681,901
+171,971
+34% +$12.4M 0.1% 167
2022
Q1 		$61M Buy
509,930
+91,895
+22% +$9.58M 0.15% 123
2021
Q4 		$55M Buy
418,035
+17,723
+4% +$2.97M 0.12% 154
2021
Q3 		$45.1M Sell
400,312
-8,529
-2% -$1.02M 0.1% 178
2021
Q2 		$43.3M Hold
408,841
– – 0.1% 170
2021
Q1 		$28.7M Buy
408,841
+25,853
+7% +$1.99M 0.07% 192
2020
Q4 		$29.1M Buy
382,988
+37,000
+11% +$2.43M 0.07% 185
2020
Q3 		$14.2M Buy
345,988
+14,007
+4% +$536K 0.04% 216
2020
Q2 		$11.9M Buy
331,981
+105,028
+46% +$2.93M 0.04% 212
2020
Q1 		$5.33M Buy
226,953
+53,565
+31% +$1.04M 0.03% 235
2019
Q4 		$2.96M Sell
173,388
-1,612
-0.9% -$27.4K 0.01% 281
2019
Q3 		$3.25M Buy
+175,000
New +$3.39M 0.01% 266

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BAMCO Inc's NET Position: Q2 2026 in Review

BAMCO Inc increased its Cloudflare (NET) stake by 3.1% in Q2 2026, buying an estimated $3.12M and bringing the position to 471,598 shares worth $116M. The position accounts for 0.17% of the portfolio, ranked #58.

BAMCO Inc first reported a position in NET in Q3 2019 and has held it in 28 quarters since. 1,148 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • BAMCO Inc held 471,598 shares of Cloudflare worth $116M as of Q2 2026.
  • BAMCO Inc bought 14,274 Cloudflare shares in Q2 2026, an estimated $3.12M.
  • Cloudflare made up 0.17% of BAMCO Inc's portfolio in Q2 2026, its #58 holding.
  • BAMCO Inc first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.