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DRW Securities’s Cloudflare NET Stock Holding History

DRW Securities’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 		$285K Sell
1,383
-1,550
-53% -$296K ﹤0.01% 920
2025
Q4 		$578K Buy
+2,933
New +$620K 0.02% 414
2025
Q3 		– Sell
-3,739
Closed -$732K – 1523
2025
Q2 		$732K Buy
+3,739
New +$543K 0.02% 355

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

DRW Securities's NET Position: Q1 2026 in Review

DRW Securities reduced its Cloudflare (NET) stake by 53% in Q1 2026, selling an estimated $296K and leaving 1,383 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

DRW Securities first reported a position in NET in Q2 2025 and has held it in 3 quarters since. The position peaked at $732K in Q2 2025. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • DRW Securities held 1,383 shares of Cloudflare worth $285K as of Q1 2026.
  • DRW Securities sold 1,550 Cloudflare shares in Q1 2026, an estimated $296K.
  • Cloudflare made up ﹤0.01% of DRW Securities's portfolio in Q1 2026, its #920 holding.
  • DRW Securities first reported a position in Cloudflare in Q2 2025 and has held it in 3 quarters since.
  • DRW Securities's Cloudflare position peaked at $732K in Q2 2025.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on DRW Securities's 13F filing for Q1 2026, filed 13 May 2026.