Cache Advisors
NET icon

Cache Advisors’s Cloudflare NET Stock Holding History

Cache Advisors’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
Q3 		$1.27M Sell
3,650
-2,910
-44% -$862K 0.08% 77
2026
Q2 		$1.61M Buy
6,560
+2,910
+80% +$637K 0.14% 63
2026
Q1 		$753K Hold
3,650
– – 0.09% 63
2025
Q4 		$720K Hold
3,650
– – 0.09% 64
2025
Q3 		$783K Hold
3,650
– – 0.14% 53
2025
Q2 		$715K Buy
+3,650
New +$530K 0.19% 55

Other funds holding NET

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davis Rea
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return

Cache Advisors's NET Position: Q3 2026 in Review

Cache Advisors reduced its Cloudflare (NET) stake by 44% in Q3 2026, selling an estimated $862K and leaving 3,650 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #77.

Cache Advisors first reported a position in NET in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.61M in Q2 2026. 260 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Cache Advisors held 3,650 shares of Cloudflare worth $1.27M as of Q3 2026.
  • Cache Advisors sold 2,910 Cloudflare shares in Q3 2026, an estimated $862K.
  • Cloudflare made up 0.08% of Cache Advisors's portfolio in Q3 2026, its #77 holding.
  • Cache Advisors first reported a position in Cloudflare in Q2 2025 and has held it in 6 quarters since.
  • Cache Advisors's Cloudflare position peaked at $1.61M in Q2 2026.
  • 260 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.