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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brevan Howard Capital Management's NET Position: Q1 2026 in Review

Brevan Howard Capital Management increased its Cloudflare (NET) stake by 67% in Q1 2026, buying an estimated $1.08M and bringing the position to 14,137 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #420.

Brevan Howard Capital Management first reported a position in NET in Q4 2020 and has held it in 7 quarters since. The position peaked at $8.48M in Q4 2020. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Brevan Howard Capital Management held 14,137 shares of Cloudflare worth $2.92M as of Q1 2026.
Brevan Howard Capital Management bought 5,652 Cloudflare shares in Q1 2026, an estimated $1.08M.
Cloudflare made up 0.03% of Brevan Howard Capital Management's portfolio in Q1 2026, its #420 holding.
Brevan Howard Capital Management first reported a position in Cloudflare in Q4 2020 and has held it in 7 quarters since.
Brevan Howard Capital Management's Cloudflare position peaked at $8.48M in Q4 2020.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Brevan Howard Capital Management's 13F filing for Q1 2026, filed 15 May 2026.