Congress Asset Management’s Cloudflare NET Stock Holding History

Congress Asset 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 Q3	$76.4M	Sell	220,097 -6,824	-3%	-$2.02M	0.5%	74
2026 Q2	$55.7M	Sell	226,921 -46,835	-17%	-$10.2M	0.34%	98
2026 Q1	$56.5M	Sell	273,756 -70,216	-20%	-$13.4M	0.4%	92
2025 Q4	$67.8M	Sell	343,972 -57,796	-14%	-$12.2M	0.48%	78
2025 Q3	$86.2M	Sell	401,768 -28,632	-7%	-$5.85M	0.57%	63
2025 Q2	$84.3M	Buy	+430,400	New	+$62.5M	0.58%	64

Other funds holding NET

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PSC

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Congress Asset Management's NET Position: Q3 2026 in Review

Congress Asset Management reduced its Cloudflare (NET) stake by 3% in Q3 2026, selling an estimated $2.02M and leaving 220,097 shares worth $76.4M. The position accounts for 0.5% of the portfolio, ranked #74.

Congress Asset Management first reported a position in NET in Q2 2025 and has held it in 6 quarters since. The position peaked at $86.2M in Q3 2025. 111 funds tracked by Wall St. Rank hold NET as of Q3 2026.

Congress Asset Management held 220,097 shares of Cloudflare worth $76.4M as of Q3 2026.
Congress Asset Management sold 6,824 Cloudflare shares in Q3 2026, an estimated $2.02M.
Cloudflare made up 0.5% of Congress Asset Management's portfolio in Q3 2026, its #74 holding.
Congress Asset Management first reported a position in Cloudflare in Q2 2025 and has held it in 6 quarters since.
Congress Asset Management's Cloudflare position peaked at $86.2M in Q3 2025.
111 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.