EGM
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Engineers Gate Manager’s Cloudflare NET Stock Holding History

Engineers Gate Manager’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 		$2.95M Sell
12,015
-73,310
-86% -$16M 0.04% 521
2026
Q1 		$17.6M Buy
85,325
+61,252
+254% +$11.7M 0.22% 108
2025
Q4 		$4.75M Sell
24,073
-35,545
-60% -$7.52M 0.06% 362
2025
Q3 		$12.8M Buy
59,618
+46,811
+366% +$9.56M 0.15% 157
2025
Q2 		$2.51M Sell
12,807
-97,375
-88% -$14.1M 0.03% 638
2025
Q1 		$12.4M Buy
110,182
+106,051
+2,567% +$14.1M 0.21% 110
2024
Q4 		$445K Sell
4,131
-24,387
-86% -$2.38M 0.01% 1503
2024
Q3 		$2.31M Buy
28,518
+19,888
+230% +$1.6M 0.05% 592
2024
Q2 		$715K Sell
8,630
-60,159
-87% -$4.85M 0.02% 1057
2024
Q1 		$6.66M Buy
68,789
+55,346
+412% +$5.01M 0.18% 141
2023
Q4 		$1.12M Buy
+13,443
New +$940K 0.03% 753
2023
Q3 		– Sell
-23,651
Closed -$1.55M – 1981
2023
Q2 		$1.55M Buy
+23,651
New +$1.41M 0.06% 463
2022
Q1 		– Sell
-23,082
Closed -$3.04M – 2161
2021
Q4 		$3.04M Buy
+23,082
New +$3.87M 0.14% 166
2021
Q3 		– Sell
-8,196
Closed -$867K – 1855
2021
Q2 		$867K Buy
8,196
+3,081
+60% +$255K 0.06% 499
2021
Q1 		$359K Sell
5,115
-73,930
-94% -$5.7M 0.02% 1210
2020
Q4 		$6.01M Buy
+79,045
New +$5.18M 0.26% 58
2020
Q2 		– Sell
-11,647
Closed -$273K – 1888
2020
Q1 		$273K Buy
+11,647
New +$227K 0.02% 1093

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Engineers Gate Manager's NET Position: Q2 2026 in Review

Engineers Gate Manager reduced its Cloudflare (NET) stake by 86% in Q2 2026, selling an estimated $16M and leaving 12,015 shares worth $2.95M. The position accounts for 0.04% of the portfolio, ranked #521.

Engineers Gate Manager first reported a position in NET in Q1 2020 and has held it in 17 quarters since. The position peaked at $17.6M in Q1 2026. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Engineers Gate Manager held 12,015 shares of Cloudflare worth $2.95M as of Q2 2026.
  • Engineers Gate Manager sold 73,310 Cloudflare shares in Q2 2026, an estimated $16M.
  • Cloudflare made up 0.04% of Engineers Gate Manager's portfolio in Q2 2026, its #521 holding.
  • Engineers Gate Manager first reported a position in Cloudflare in Q1 2020 and has held it in 17 quarters since.
  • Engineers Gate Manager's Cloudflare position peaked at $17.6M in Q1 2026.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.