Bank of America’s Cloudflare NET Stock Holding History

Bank of America’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
2025 Q4	–	Sell	-26,700	Closed	-$5.73M	–	8044
2025 Q3	$5.73M	Hold	26,700	–	–	﹤0.01%	3859
2025 Q2	$5.23M	Buy	26,700 +1,400	+6%	+$203K	﹤0.01%	3855
2025 Q1	$2.85M	Buy	25,300 +23,400	+1,232%	+$3.1M	﹤0.01%	4359
2024 Q4	$205K	Buy	1,900 +1,600	+533%	+$156K	﹤0.01%	6113
2024 Q3	$24.3K	Hold	300	–	–	﹤0.01%	6706
2024 Q2	$24.8K	Hold	300	–	–	﹤0.01%	6685
2024 Q1	$29K	Hold	300	–	–	﹤0.01%	6672
2023 Q4	$25K	Sell	300 -500	-63%	-$35K	﹤0.01%	6745
2023 Q3	$50.4K	Buy	+800	New	+$51.2K	﹤0.01%	6505

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America's NET Position: Q1 2026 in Review

Bank of America reduced its Cloudflare (NET) stake by 9.5% in Q1 2026, selling an estimated $41.5M and leaving 2,067,683 shares worth $427M. The position accounts for 0.03% of the portfolio, ranked #449.

Bank of America first reported a position in NET in Q3 2019 and has held it in 27 quarters since. The position peaked at $478M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Bank of America held 2,067,683 shares of Cloudflare worth $427M as of Q1 2026.
Bank of America sold 217,687 Cloudflare shares in Q1 2026, an estimated $41.5M.
Cloudflare made up 0.03% of Bank of America's portfolio in Q1 2026, its #449 holding.
Bank of America first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
Bank of America's Cloudflare position peaked at $478M in Q3 2025.
1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.