Calamos Advisors’s Cloudflare NET Stock Holding History

Calamos 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 Q2	–	Sell	-34,768	Closed	-$7.17M	–	1171
2026 Q1	$7.17M	Buy	34,768 +30,128	+649%	+$5.75M	0.03%	480
2025 Q4	$915K	Sell	4,640 -1,310	-22%	-$277K	﹤0.01%	703
2025 Q3	$1.28M	Sell	5,950 -1,900	-24%	-$388K	﹤0.01%	676
2025 Q2	$1.54M	Buy	7,850 +1,850	+31%	+$269K	0.01%	655
2025 Q1	$676K	Buy	+6,000	New	+$795K	﹤0.01%	689
2024 Q2	–	Sell	-5,437	Closed	-$526K	–	985
2024 Q1	$526K	Sell	5,437 -4,875	-47%	-$441K	﹤0.01%	700
2023 Q4	$859K	Buy	+10,312	New	+$721K	﹤0.01%	681
2022 Q2	–	Sell	-3,183	Closed	-$381K	–	1192
2022 Q1	$381K	Sell	3,183 -9,837	-76%	-$1.03M	﹤0.01%	1096
2021 Q4	$1.71M	Sell	13,020 -8,260	-39%	-$1.38M	0.01%	924
2021 Q3	$2.4M	Hold	21,280	–	–	0.01%	756
2021 Q2	$2.25M	Buy	+21,280	New	+$1.76M	0.01%	706

Other funds holding NET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Calamos Advisors's NET Position: Q2 2026 in Review

Calamos Advisors sold out of Cloudflare (NET) in Q2 2026, closing a stake of 34,768 shares — an estimated $7.17M sold.

Calamos Advisors first reported a position in NET in Q2 2021 and held it in 11 quarters. The position peaked at $7.17M in Q1 2026. 642 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Calamos Advisors reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
Calamos Advisors sold 34,768 Cloudflare shares in Q2 2026, an estimated $7.17M.
Calamos Advisors first reported a position in Cloudflare in Q2 2021 and held it in 11 quarters.
Calamos Advisors's Cloudflare position peaked at $7.17M in Q1 2026.
642 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.