BCH
NET icon

Berkshire Capital Holdings’s Cloudflare NET Stock Holding History

Berkshire Capital Holdings’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 		$8.13M Buy
39,410
+39,400
+394,000% +$7.51M 2.93% 19
2025
Q4 		$1.97K Sell
10
-72,980
-100% -$15.4M ﹤0.01% 55
2025
Q3 		$15.7M Sell
72,990
-29,240
-29% -$5.97M 4.76% 10
2025
Q2 		$20M Sell
102,230
-9,390
-8% -$1.36M 7% 2
2025
Q1 		$12.6M Buy
111,620
+23,050
+26% +$3.06M 6.01% 5
2024
Q4 		$9.54M Buy
88,570
+88,560
+885,600% +$8.65M 3.45% 13
2024
Q3 		$809 Sell
10
-179,540
-100% -$14.4M ﹤0.01% 66
2024
Q2 		$14.9M Buy
179,550
+179,540
+1,795,400% +$14.5M 6.01% 7
2024
Q1 		$968 Sell
10
-159,740
-100% -$14.5M ﹤0.01% 56
2023
Q4 		$13.3M Buy
159,750
+15,560
+11% +$1.09M 6.01% 3
2023
Q3 		$9.09M Sell
144,190
-39,410
-21% -$2.52M 4.45% 10
2023
Q2 		$12M Sell
183,600
-68,130
-27% -$4.07M 4.95% 7
2023
Q1 		$15.5M Sell
251,730
-35,070
-12% -$1.92M 6.95% 2
2022
Q4 		$13M Sell
286,800
-25,630
-8% -$1.27M 6.88% 6
2022
Q3 		$17.3M Sell
312,430
-11,720
-4% -$696K 6.94% 3
2022
Q2 		$14.2M Buy
324,150
+83,280
+35% +$6M 5.45% 5
2022
Q1 		$28.8M Buy
240,870
+240,860
+2,408,600% +$25.1M 5.89% 4
2021
Q4 		$1K Hold
10
– – ﹤0.01% 68
2021
Q3 		$1K Buy
+10
New +$1.2K ﹤0.01% 70

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $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

Berkshire Capital Holdings's NET Position: Q1 2026 in Review

Berkshire Capital Holdings increased its Cloudflare (NET) stake by 394,000% in Q1 2026, buying an estimated $7.51M and bringing the position to 39,410 shares worth $8.13M. The position accounts for 2.93% of the portfolio, ranked #19.

Berkshire Capital Holdings first reported a position in NET in Q3 2021 and has held it in 19 quarters since. The position peaked at $28.8M in Q1 2022. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Berkshire Capital Holdings held 39,410 shares of Cloudflare worth $8.13M as of Q1 2026.
  • Berkshire Capital Holdings bought 39,400 Cloudflare shares in Q1 2026, an estimated $7.51M.
  • Cloudflare made up 2.93% of Berkshire Capital Holdings's portfolio in Q1 2026, its #19 holding.
  • Berkshire Capital Holdings first reported a position in Cloudflare in Q3 2021 and has held it in 19 quarters since.
  • Berkshire Capital Holdings's Cloudflare position peaked at $28.8M in Q1 2022.
  • 1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.