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Brevan Howard Capital Management’s Cloudflare NET Stock Holding History

Brevan Howard Capital 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 		$3.49M Buy
14,249
+112
+0.8% +$24.5K 0.03% 488
2026
Q1 		$2.92M Buy
14,137
+5,652
+67% +$1.08M 0.03% 420
2025
Q4 		$1.67M Sell
8,485
-26,753
-76% -$5.66M 0.02% 548
2025
Q3 		$7.56M Buy
+35,238
New +$7.19M 0.03% 162
2021
Q4 		– Sell
-51,390
Closed -$5.79M – 32
2021
Q3 		$5.79M Sell
51,390
-5,710
-10% -$682K 0.75% 14
2021
Q2 		$6.04M Hold
57,100
– – 1.66% 16
2021
Q1 		$4.01M Sell
57,100
-54,400
-49% -$4.19M 0.59% 27
2020
Q4 		$8.48M Buy
+111,500
New +$7.31M 1.7% 15

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

Brevan Howard Capital Management's NET Position: Q2 2026 in Review

Brevan Howard Capital Management increased its Cloudflare (NET) stake by 0.79% in Q2 2026, buying an estimated $24.5K and bringing the position to 14,249 shares worth $3.49M. The position accounts for 0.03% of the portfolio, ranked #488.

Brevan Howard Capital Management first reported a position in NET in Q4 2020 and has held it in 8 quarters since. The position peaked at $8.48M in Q4 2020. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Brevan Howard Capital Management held 14,249 shares of Cloudflare worth $3.49M as of Q2 2026.
  • Brevan Howard Capital Management bought 112 Cloudflare shares in Q2 2026, an estimated $24.5K.
  • Cloudflare made up 0.03% of Brevan Howard Capital Management's portfolio in Q2 2026, its #488 holding.
  • Brevan Howard Capital Management first reported a position in Cloudflare in Q4 2020 and has held it in 8 quarters since.
  • Brevan Howard Capital Management's Cloudflare position peaked at $8.48M in Q4 2020.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Brevan Howard Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.