CCM
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Coldstream Capital Management’s Cloudflare NET Stock Holding History

Coldstream Capital Management’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 		$1.01M Sell
4,884
-71
-1% -$13.5K 0.01% 473
2025
Q4 		$977K Sell
4,955
-122
-2% -$25.8K 0.01% 458
2025
Q3 		$1.09M Buy
5,077
+776
+18% +$158K 0.01% 438
2025
Q2 		$842K Buy
4,301
+681
+19% +$98.9K 0.01% 471
2025
Q1 		$408K Buy
3,620
+1,437
+66% +$190K 0.01% 701
2024
Q4 		$235K Buy
+2,183
New +$213K 0.01% 943

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's NET Position: Q1 2026 in Review

Coldstream Capital Management reduced its Cloudflare (NET) stake by 1.4% in Q1 2026, selling an estimated $13.5K and leaving 4,884 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #473.

Coldstream Capital Management first reported a position in NET in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q3 2025. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Coldstream Capital Management held 4,884 shares of Cloudflare worth $1.01M as of Q1 2026.
  • Coldstream Capital Management sold 71 Cloudflare shares in Q1 2026, an estimated $13.5K.
  • Cloudflare made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #473 holding.
  • Coldstream Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 6 quarters since.
  • Coldstream Capital Management's Cloudflare position peaked at $1.09M in Q3 2025.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.