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	-95,800	Closed	-$20.6M	–	8045
2025 Q3	$20.6M	Buy	95,800 +50,000	+109%	+$10.2M	﹤0.01%	2593
2025 Q2	$8.97M	Buy	45,800 +20,400	+80%	+$2.96M	﹤0.01%	3332
2025 Q1	$2.86M	Buy	25,400 +22,000	+647%	+$2.92M	﹤0.01%	4356
2024 Q4	$366K	Buy	+3,400	New	+$332K	﹤0.01%	5770
2024 Q3	–	Sell	-50,000	Closed	-$4.14M	–	8337
2024 Q2	$4.14M	Hold	50,000	–	–	﹤0.01%	3794
2024 Q1	$4.84M	Buy	+50,000	New	+$4.53M	﹤0.01%	3641
2022 Q1	–	Sell	-10,000	Closed	-$1.31M	–	8584
2021 Q4	$1.31M	Hold	10,000	–	–	﹤0.01%	4983
2021 Q3	$1.13M	Sell	10,000 -90,000	-90%	-$10.8M	﹤0.01%	4952
2021 Q2	$10.6M	Buy	100,000 +90,000	+900%	+$7.45M	﹤0.01%	2778
2021 Q1	$703K	Sell	10,000 -20,000	-67%	-$1.54M	﹤0.01%	5118
2020 Q4	$2.28M	Buy	+30,000	New	+$1.97M	﹤0.01%	3837

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.