BIM
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Breakwater Investment Management’s Cloudflare NET Stock Holding History

Breakwater Investment 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
Q1 		$620 Buy
+3
New +$572 ﹤0.01% 364
2025
Q4 		– Sell
-3
Closed -$644 – 573
2025
Q3 		$644 Buy
+3
New +$612 ﹤0.01% 336

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Breakwater Investment Management's NET Position: Q1 2026 in Review

Breakwater Investment Management opened a new position in Cloudflare (NET) in Q1 2026: 3 shares worth $620. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Breakwater Investment Management previously reported a position in NET as recently as Q3 2025.

Breakwater Investment Management first reported a position in NET in Q3 2025 and has held it in 2 quarters since. The position peaked at $644 in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Breakwater Investment Management held 3 shares of Cloudflare worth $620 as of Q1 2026.
  • Cloudflare was a new Breakwater Investment Management position in Q1 2026.
  • Cloudflare made up ﹤0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #364 holding.
  • Breakwater Investment Management first reported a position in Cloudflare in Q3 2025 and has held it in 2 quarters since.
  • Breakwater Investment Management's Cloudflare position peaked at $644 in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.