Barclays
NET icon

Barclays’s Cloudflare NET Stock Holding History

Barclays’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 		$32.7M Sell
133,200
-60,000
-31% -$13.1M 0.01% 904
2026
Q1 		$39.9M Sell
193,200
-9,300
-5% -$1.77M 0.01% 806
2025
Q4 		$39.9M Hold
202,500
– – 0.01% 887
2025
Q3 		$43.5M Buy
202,500
+100,000
+98% +$20.4M 0.01% 843
2025
Q2 		$20.1M Buy
+102,500
New +$14.9M ﹤0.01% 1126
2025
Q1 		– Sell
-61,100
Closed -$6.58M – 5447
2024
Q4 		$6.58M Buy
61,100
+1,100
+2% +$107K ﹤0.01% 1914
2024
Q3 		$4.85M Sell
60,000
-180,000
-75% -$14.5M ﹤0.01% 2116
2024
Q2 		$19.9M Buy
240,000
+57,500
+32% +$4.64M 0.01% 936
2024
Q1 		$17.7M Sell
182,500
-70,000
-28% -$6.34M 0.01% 1053
2023
Q4 		$21M Buy
+252,500
New +$17.7M 0.01% 1029
2023
Q2 		– Sell
-15,000
Closed -$925K – 4910
2023
Q1 		$925K Sell
15,000
-99,300
-87% -$5.43M ﹤0.01% 2787
2022
Q4 		$5.17M Buy
+114,300
New +$5.65M ﹤0.01% 1596

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
Vanguard Portfolio Management
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Barclays's NET Position: Q2 2026 in Review

Barclays reduced its Cloudflare (NET) stake by 50% in Q2 2026, selling an estimated $48M and leaving 222,027 shares worth $54.5M. The position accounts for 0.01% of the portfolio, ranked #705.

Barclays first reported a position in NET in Q1 2022 and has held it in 18 quarters since. The position peaked at $91.1M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Barclays held 222,027 shares of Cloudflare worth $54.5M as of Q2 2026.
  • Barclays sold 219,492 Cloudflare shares in Q2 2026, an estimated $48M.
  • Cloudflare made up 0.01% of Barclays's portfolio in Q2 2026, its #705 holding.
  • Barclays first reported a position in Cloudflare in Q1 2022 and has held it in 18 quarters since.
  • Barclays's Cloudflare position peaked at $91.1M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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