BCV
NET icon

Banque Cantonale Vaudoise’s Cloudflare NET Stock Holding History

Banque Cantonale Vaudoise’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 		$5.39M Buy
26,124
+1,740
+7% +$332K 0.2% 100
2025
Q4 		$4.81M Sell
24,384
-8,726
-26% -$1.85M 0.17% 112
2025
Q3 		$7.1M Sell
33,110
-5,207
-14% -$1.06M 0.27% 67
2025
Q2 		$7.5M Buy
38,317
+5,716
+18% +$830K 0.31% 66
2025
Q1 		$3.67M Buy
+32,601
New +$4.32M 0.16% 124
2024
Q3 		$2.97M Buy
36,753
+6,326
+21% +$509K 0.12% 186
2024
Q2 		$2.52M Sell
30,427
-1,600
-5% -$129K 0.1% 198
2024
Q1 		$3.1M Buy
32,027
+2,212
+7% +$200K 0.12% 173
2023
Q4 		$2.48M Sell
29,815
-6,212
-17% -$435K 0.11% 195
2023
Q3 		$2.27M Sell
36,027
-908
-2% -$58.1K 0.11% 151
2023
Q2 		$2.41M Buy
36,935
+4,636
+14% +$277K 0.11% 155
2023
Q1 		$1.99M Sell
32,299
-3,635
-10% -$199K 0.1% 200
2022
Q4 		$1.63M Buy
35,934
+1,350
+4% +$66.8K 0.09% 216
2022
Q3 		$1.91M Sell
34,584
-425
-1% -$25.2K 0.11% 179
2022
Q2 		$1.53M Buy
35,009
+7,964
+29% +$574K 0.08% 247
2022
Q1 		$3.24M Buy
27,045
+3,400
+14% +$355K 0.14% 135
2021
Q4 		$3.11M Sell
23,645
-4,477
-16% -$750K 0.12% 161
2021
Q3 		$3.17M Buy
28,122
+2,535
+10% +$303K 0.14% 145
2021
Q2 		$2.71M Buy
25,587
+9,765
+62% +$808K 0.12% 179
2021
Q1 		$1.11M Buy
15,822
+1,787
+13% +$138K 0.06% 346
2020
Q4 		$1.07M Sell
14,035
-175
-1% -$11.5K 0.06% 290
2020
Q3 		$584K Buy
14,210
+11,363
+399% +$435K 0.04% 396
2020
Q2 		$102K Sell
2,847
-3,272
-53% -$91.4K 0.01% 779
2020
Q1 		$144K Buy
6,119
+370
+6% +$7.2K 0.01% 696
2019
Q4 		$98K Buy
+5,749
New +$97.9K 0.01% 812

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

Banque Cantonale Vaudoise's NET Position: Q1 2026 in Review

Banque Cantonale Vaudoise increased its Cloudflare (NET) stake by 7.1% in Q1 2026, buying an estimated $332K and bringing the position to 26,124 shares worth $5.39M. The position accounts for 0.2% of the portfolio, ranked #100.

Banque Cantonale Vaudoise first reported a position in NET in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.5M in Q2 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Banque Cantonale Vaudoise held 26,124 shares of Cloudflare worth $5.39M as of Q1 2026.
  • Banque Cantonale Vaudoise bought 1,740 Cloudflare shares in Q1 2026, an estimated $332K.
  • Cloudflare made up 0.2% of Banque Cantonale Vaudoise's portfolio in Q1 2026, its #100 holding.
  • Banque Cantonale Vaudoise first reported a position in Cloudflare in Q4 2019 and has held it in 25 quarters since.
  • Banque Cantonale Vaudoise's Cloudflare position peaked at $7.5M in Q2 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.