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Blueshift Asset Management’s Cloudflare NET Stock Holding History

Blueshift Asset Management’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 		$1.65M Sell
6,724
-3,625
-35% -$793K 0.38% 30
2026
Q1 		$2.14M Buy
10,349
+5,678
+122% +$1.08M 0.65% 19
2025
Q4 		$921K Buy
4,671
+1,314
+39% +$278K 0.27% 93
2025
Q3 		$720K Buy
3,357
+1,021
+44% +$208K 0.22% 123
2025
Q2 		$457K Sell
2,336
-7,572
-76% -$1.1M 0.14% 201
2025
Q1 		$1.12M Buy
9,908
+2,623
+36% +$348K 0.44% 48
2024
Q4 		$784K Sell
7,285
-32,388
-82% -$3.16M 0.29% 84
2024
Q3 		$3.21M Buy
+39,673
New +$3.19M 0.8% 17
2024
Q2 		– Sell
-13,876
Closed -$1.34M – 399
2024
Q1 		$1.34M Sell
13,876
-1,696
-11% -$154K 0.7% 31
2023
Q4 		$1.3M Sell
15,572
-10,354
-40% -$724K 0.69% 29
2023
Q3 		$1.63M Buy
25,926
+12,974
+100% +$831K 0.97% 17
2023
Q2 		$847K Buy
12,952
+6,653
+106% +$397K 0.32% 71
2023
Q1 		$388K Sell
6,299
-20,434
-76% -$1.12M 0.16% 172
2022
Q4 		$1.21M Buy
26,733
+21,078
+373% +$1.04M 0.56% 36
2022
Q3 		$313K Sell
5,655
-12,274
-68% -$729K 0.07% 396
2022
Q2 		$784K Buy
+17,929
New +$1.29M 0.13% 232
2022
Q1 		– Sell
-20,251
Closed -$2.66M – 1032
2021
Q4 		$2.66M Buy
20,251
+17,330
+593% +$2.9M 0.23% 109
2021
Q3 		$329K Sell
2,921
-19,878
-87% -$2.37M 0.02% 773
2021
Q2 		$2.41M Buy
+22,799
New +$1.89M 0.13% 183
2020
Q1 		– Sell
-78,187
Closed -$1.33M – 506
2019
Q4 		$1.33M Buy
+78,187
New +$1.33M 0.15% 207

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

Blueshift Asset Management's NET Position: Q2 2026 in Review

Blueshift Asset Management reduced its Cloudflare (NET) stake by 35% in Q2 2026, selling an estimated $793K and leaving 6,724 shares worth $1.65M. The position accounts for 0.38% of the portfolio, ranked #30.

Blueshift Asset Management first reported a position in NET in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.21M in Q3 2024. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Blueshift Asset Management held 6,724 shares of Cloudflare worth $1.65M as of Q2 2026.
  • Blueshift Asset Management sold 3,625 Cloudflare shares in Q2 2026, an estimated $793K.
  • Cloudflare made up 0.38% of Blueshift Asset Management's portfolio in Q2 2026, its #30 holding.
  • Blueshift Asset Management first reported a position in Cloudflare in Q4 2019 and has held it in 20 quarters since.
  • Blueshift Asset Management's Cloudflare position peaked at $3.21M in Q3 2024.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.