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NET icon

Barings’s Cloudflare NET Stock Holding History

Barings’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
-3,325
Closed -$714K – 179
2025
Q3 		$714K Hold
3,325
– – 0.01% 141
2025
Q2 		$651K Sell
3,325
-4,700
-59% -$682K 0.02% 146
2025
Q1 		$904K Sell
8,025
-1,632
-17% -$216K 0.02% 132
2024
Q4 		$1.04M Hold
9,657
– – 0.02% 127
2024
Q3 		$781K Hold
9,657
– – 0.02% 132
2024
Q2 		$800K Sell
9,657
-3,321
-26% -$268K 0.02% 124
2024
Q1 		$1.26M Hold
12,978
– – 0.03% 115
2023
Q4 		$1.08M Buy
12,978
+214
+2% +$15K 0.03% 111
2023
Q3 		$805K Buy
12,764
+1,095
+9% +$70.1K 0.03% 117
2023
Q2 		$763K Buy
11,669
+5,250
+82% +$313K 0.03% 117
2023
Q1 		$396K Buy
+6,419
New +$351K 0.01% 126
2022
Q1 		– Sell
-2,309
Closed -$303K – 359
2021
Q4 		$303K Sell
2,309
-106
-4% -$17.8K 0.01% 318
2021
Q3 		$272K Buy
+2,415
New +$289K 0.01% 335

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Barings's NET Position: Q4 2025 in Review

Barings sold out of Cloudflare (NET) in Q4 2025, closing a stake of 3,325 shares — an estimated $714K sold.

Barings first reported a position in NET in Q3 2021 and held it in 13 quarters. The position peaked at $1.26M in Q1 2024. 1,092 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • Barings reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • Barings sold 3,325 Cloudflare shares in Q4 2025, an estimated $714K.
  • Barings first reported a position in Cloudflare in Q3 2021 and held it in 13 quarters.
  • Barings's Cloudflare position peaked at $1.26M in Q1 2024.
  • 1,092 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Barings's 13F filing for Q4 2025, filed 12 Feb 2026.