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	$2.68M	Sell	13,000 -22,100	-63%	-$4.21M	﹤0.01%	2182
2025 Q4	$6.92M	Hold	35,100	–	–	﹤0.01%	1970
2025 Q3	$7.53M	Hold	35,100	–	–	﹤0.01%	1887
2025 Q2	$6.87M	Sell	35,100 -124,600	-78%	-$18.1M	﹤0.01%	1849
2025 Q1	$18M	Sell	159,700 -416,800	-72%	-$55.3M	0.01%	1094
2024 Q4	$62.1M	Sell	576,500 -544,800	-49%	-$53.2M	0.02%	579
2024 Q3	$90.7M	Buy	+1,121,300	New	+$90.1M	0.02%	462
2024 Q2	–	Sell	-50,000	Closed	-$4.84M	–	5162
2024 Q1	$4.84M	Sell	50,000 -27,800	-36%	-$2.52M	﹤0.01%	1881
2023 Q4	$6.48M	Buy	+77,800	New	+$5.44M	﹤0.01%	1879
2023 Q2	–	Sell	-70,000	Closed	-$4.32M	–	4911
2023 Q1	$4.32M	Sell	70,000 -50,000	-42%	-$2.73M	﹤0.01%	1643
2022 Q4	$5.43M	Buy	+120,000	New	+$5.94M	﹤0.01%	1567
2022 Q3	–	Sell	-240,800	Closed	-$10.5M	–	5025
2022 Q2	$10.5M	Buy	+240,800	New	+$17.3M	0.01%	997

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.