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Cookson Peirce & Co’s Cloudflare NET Stock Holding History

Cookson Peirce & Co’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 		$17.3M Buy
70,616
+692
+1% +$151K 0.57% 48
2026
Q1 		$14.4M Buy
69,924
+13,910
+25% +$2.65M 0.61% 48
2025
Q4 		$11M Buy
+56,014
New +$11.8M 0.46% 58

Other funds holding NET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Cookson Peirce & Co's NET Position: Q2 2026 in Review

Cookson Peirce & Co increased its Cloudflare (NET) stake by 0.99% in Q2 2026, buying an estimated $151K and bringing the position to 70,616 shares worth $17.3M. The position accounts for 0.57% of the portfolio, ranked #48.

Cookson Peirce & Co first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Cookson Peirce & Co held 70,616 shares of Cloudflare worth $17.3M as of Q2 2026.
  • Cookson Peirce & Co bought 692 Cloudflare shares in Q2 2026, an estimated $151K.
  • Cloudflare made up 0.57% of Cookson Peirce & Co's portfolio in Q2 2026, its #48 holding.
  • Cookson Peirce & Co first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.