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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays's NET Position: Q1 2026 in Review

Barclays increased its Cloudflare (NET) stake by 86% in Q1 2026, buying an estimated $39M and bringing the position to 441,519 shares worth $91.1M. The position accounts for 0.02% of the portfolio, ranked #519.

Barclays first reported a position in NET in Q1 2022 and has held it in 17 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Barclays held 441,519 shares of Cloudflare worth $91.1M as of Q1 2026.
Barclays bought 204,484 Cloudflare shares in Q1 2026, an estimated $39M.
Cloudflare made up 0.02% of Barclays's portfolio in Q1 2026, its #519 holding.
Barclays first reported a position in Cloudflare in Q1 2022 and has held it in 17 quarters since.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.