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Clear Street’s Cloudflare NET Stock Holding History

Clear Street’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
2023
Q3 		– Sell
-233,000
Closed -$15.2M – 1230
2023
Q2 		$15.2M Buy
+233,000
New +$13.9M 0.15% 95

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

Clear Street's NET Position: Q1 2026 in Review

Clear Street increased its Cloudflare (NET) stake by 498% in Q1 2026, buying an estimated $3.02M and bringing the position to 19,046 shares worth $3.93M. The position accounts for 0.02% of the portfolio, ranked #140.

Clear Street first reported a position in NET in Q2 2023 and has held it in 3 quarters since. The position peaked at $15.2M in Q2 2023. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Clear Street held 19,046 shares of Cloudflare worth $3.93M as of Q1 2026.
  • Clear Street bought 15,859 Cloudflare shares in Q1 2026, an estimated $3.02M.
  • Cloudflare made up 0.02% of Clear Street's portfolio in Q1 2026, its #140 holding.
  • Clear Street first reported a position in Cloudflare in Q2 2023 and has held it in 3 quarters since.
  • Clear Street's Cloudflare position peaked at $15.2M in Q2 2023.
  • 1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.