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Campbell & Co Investment Adviser’s Cloudflare NET Stock Holding History

Campbell & Co Investment Adviser’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 		$5.14M Buy
20,956
+5,874
+39% +$1.29M 0.27% 73
2026
Q1 		$3.11M Buy
15,082
+6,172
+69% +$1.18M 0.18% 159
2025
Q4 		$1.76M Buy
8,910
+7,393
+487% +$1.56M 0.08% 367
2025
Q3 		$326K Buy
+1,517
New +$310K 0.02% 883
2025
Q1 		– Sell
-2,115
Closed -$228K – 1230
2024
Q4 		$228K Buy
+2,115
New +$207K 0.02% 931

Other funds holding NET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Campbell & Co Investment Adviser's NET Position: Q2 2026 in Review

Campbell & Co Investment Adviser increased its Cloudflare (NET) stake by 39% in Q2 2026, buying an estimated $1.29M and bringing the position to 20,956 shares worth $5.14M. The position accounts for 0.27% of the portfolio, ranked #73.

Campbell & Co Investment Adviser first reported a position in NET in Q4 2024 and has held it in 5 quarters since. 642 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Campbell & Co Investment Adviser held 20,956 shares of Cloudflare worth $5.14M as of Q2 2026.
  • Campbell & Co Investment Adviser bought 5,874 Cloudflare shares in Q2 2026, an estimated $1.29M.
  • Cloudflare made up 0.27% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #73 holding.
  • Campbell & Co Investment Adviser first reported a position in Cloudflare in Q4 2024 and has held it in 5 quarters since.
  • 642 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.