Eagle Bay Advisors
NET icon

Eagle Bay Advisors’s Cloudflare NET Stock Holding History

Eagle Bay Advisors’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 		$216K Buy
+622
New +$184K 0.16% 133
2024
Q1 		– Sell
-21,005
Closed -$1.75M – 993
2023
Q4 		$1.75M Buy
21,005
+177
+0.8% +$12.4K 1.11% 19
2023
Q3 		$1.31M Buy
20,828
+352
+2% +$22.5K 0.61% 34
2023
Q2 		$1.34M Buy
20,476
+991
+5% +$59.1K 0.76% 30
2023
Q1 		$1.2M Sell
19,485
-591
-3% -$32.3K 0.66% 30
2022
Q4 		$908K Sell
20,076
-114
-0.6% -$5.64K 0.51% 37
2022
Q3 		$1.12M Hold
20,190
– – 0.69% 31
2022
Q2 		$883K Hold
20,190
– – 0.53% 36
2022
Q1 		$2.42M Buy
20,190
+2,894
+17% +$302K 1.97% 10
2021
Q4 		$2.27M Sell
17,296
-14,022
-45% -$2.35M 1.45% 12
2021
Q3 		$3.87M Buy
31,318
+15,659
+100% +$1.87M 2.17% 8
2021
Q2 		$1.66M Buy
+15,659
New +$1.3M 1.33% 13

Other funds holding NET

AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Eagle Bay Advisors's NET Position: Q3 2026 in Review

Eagle Bay Advisors opened a new position in Cloudflare (NET) in Q3 2026: 622 shares worth $216K. The stake represents 0.16% of the portfolio and ranks #133 among its holdings. This is a return to the name: Eagle Bay Advisors previously reported a position in NET as recently as Q4 2023.

Eagle Bay Advisors first reported a position in NET in Q2 2021 and has held it in 12 quarters since. The position peaked at $3.87M in Q3 2021. 358 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Eagle Bay Advisors held 622 shares of Cloudflare worth $216K as of Q3 2026.
  • Cloudflare was a new Eagle Bay Advisors position in Q3 2026.
  • Cloudflare made up 0.16% of Eagle Bay Advisors's portfolio in Q3 2026, its #133 holding.
  • Eagle Bay Advisors first reported a position in Cloudflare in Q2 2021 and has held it in 12 quarters since.
  • Eagle Bay Advisors's Cloudflare position peaked at $3.87M in Q3 2021.
  • 358 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Eagle Bay Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.