CP
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Clarendon Private’s Cloudflare NET Stock Holding History

Clarendon Private’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 		$543K Sell
2,633
-54
-2% -$10.3K 0.42% 64
2025
Q4 		$530K Sell
2,687
-6
-0.2% -$1.27K 0.45% 64
2025
Q3 		$578K Sell
2,693
-10
-0.4% -$2.04K 0.52% 61
2025
Q2 		$529K Sell
2,703
-20
-0.7% -$2.9K 0.51% 60
2025
Q1 		$307K Hold
2,723
– – 0.32% 81
2024
Q4 		$293K Buy
+2,723
New +$266K 0.31% 81

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clarendon Private's NET Position: Q1 2026 in Review

Clarendon Private reduced its Cloudflare (NET) stake by 2% in Q1 2026, selling an estimated $10.3K and leaving 2,633 shares worth $543K. The position accounts for 0.42% of the portfolio, ranked #64.

Clarendon Private first reported a position in NET in Q4 2024 and has held it in 6 quarters since. The position peaked at $578K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Clarendon Private held 2,633 shares of Cloudflare worth $543K as of Q1 2026.
  • Clarendon Private sold 54 Cloudflare shares in Q1 2026, an estimated $10.3K.
  • Cloudflare made up 0.42% of Clarendon Private's portfolio in Q1 2026, its #64 holding.
  • Clarendon Private first reported a position in Cloudflare in Q4 2024 and has held it in 6 quarters since.
  • Clarendon Private's Cloudflare position peaked at $578K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Clarendon Private's 13F filing for Q1 2026, filed 11 May 2026.