Bank Julius Baer & Co
NET icon

Bank Julius Baer & Co’s Cloudflare NET Stock Holding History

Bank Julius Baer & 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 		$12.6M Buy
63,030
+25,958
+70% +$4.95M 0.04% 167
2025
Q4 		$7.35M Buy
37,072
+27,202
+276% +$5.75M 0.02% 206
2025
Q3 		$2.12M Sell
9,870
-1,236
-11% -$252K 0.01% 321
2025
Q2 		$2.17M Sell
11,106
-2,326
-17% -$338K 0.01% 297
2025
Q1 		$1.51M Buy
13,432
+654
+5% +$86.7K ﹤0.01% 296
2024
Q4 		$1.52M Buy
12,778
+753
+6% +$73.6K ﹤0.01% 288
2024
Q3 		$1.15M Sell
12,025
-2,732
-19% -$220K ﹤0.01% 279
2024
Q2 		$1.36M Sell
14,757
-26,215
-64% -$2.12M 0.01% 221
2024
Q1 		$3.89M Sell
40,972
-19,719
-32% -$1.79M 0.01% 208
2023
Q4 		$5.05M Buy
60,691
+35,363
+140% +$2.47M 0.02% 207
2023
Q3 		$1.6M Buy
25,328
+973
+4% +$62.3K 0.01% 218
2023
Q2 		$1.59M Sell
24,355
-2,252
-8% -$134K 0.01% 232
2023
Q1 		$1.64M Buy
26,607
+3,070
+13% +$168K 0.01% 221
2022
Q4 		$1.06M Buy
23,537
+4,461
+23% +$221K 0.01% 259
2022
Q3 		$1.05M Sell
19,076
-13,550
-42% -$805K 0.01% 244
2022
Q2 		$1.43M Sell
32,626
-11,765
-27% -$847K 0.01% 240
2022
Q1 		$5.31M Buy
44,391
+1,314
+3% +$137K 0.03% 171
2021
Q4 		$5.67M Sell
43,077
-127,532
-75% -$21.4M 0.03% 192
2021
Q3 		$19.2M Sell
170,609
-69,555
-29% -$8.31M 0.12% 115
2021
Q2 		$25.4M Sell
240,164
-53,420
-18% -$4.42M 0.16% 108
2021
Q1 		$20.6M Buy
293,584
+132,550
+82% +$10.2M 0.15% 110
2020
Q4 		$12.2M Sell
161,034
-32,219
-17% -$2.11M 0.1% 130
2020
Q3 		$7.88M Buy
193,253
+125,796
+186% +$4.82M 0.08% 128
2020
Q2 		$2.17M Buy
67,457
+20,358
+43% +$569K 0.02% 194
2020
Q1 		$1.11M Buy
+47,099
New +$916K 0.03% 214

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

Bank Julius Baer & Co's NET Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Cloudflare (NET) stake by 70% in Q1 2026, buying an estimated $4.95M and bringing the position to 63,030 shares worth $12.6M. The position accounts for 0.04% of the portfolio, ranked #167.

Bank Julius Baer & Co first reported a position in NET in Q1 2020 and has held it in 25 quarters since. The position peaked at $25.4M in Q2 2021. 1,134 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Bank Julius Baer & Co held 63,030 shares of Cloudflare worth $12.6M as of Q1 2026.
  • Bank Julius Baer & Co bought 25,958 Cloudflare shares in Q1 2026, an estimated $4.95M.
  • Cloudflare made up 0.04% of Bank Julius Baer & Co's portfolio in Q1 2026, its #167 holding.
  • Bank Julius Baer & Co first reported a position in Cloudflare in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Cloudflare position peaked at $25.4M in Q2 2021.
  • 1,134 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.