GH
NET icon

GAM Holding’s Cloudflare NET Stock Holding History

GAM Holding’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 		$727K Sell
2,965
-1,624
-35% -$355K 0.06% 185
2026
Q1 		$947K Buy
4,589
+1,504
+49% +$287K 0.08% 172
2025
Q4 		$608K Buy
3,085
+1,782
+137% +$377K 0.04% 219
2025
Q3 		$280K Buy
+1,303
New +$266K 0.02% 271
2024
Q2 		– Sell
-87,357
Closed -$8.46M – 170
2024
Q1 		$8.46M Sell
87,357
-61,149
-41% -$5.54M 0.61% 58
2023
Q4 		$12.4M Sell
148,506
-25,410
-15% -$1.78M 0.92% 32
2023
Q3 		$11M Sell
173,916
-4,390
-2% -$281K 0.81% 39
2023
Q2 		$11.7M Sell
178,306
-74,820
-30% -$4.47M 0.8% 35
2023
Q1 		$15.6M Buy
253,126
+143,787
+132% +$7.86M 1.08% 22
2022
Q4 		$4.94M Buy
109,339
+4,105
+4% +$203K 0.4% 85
2022
Q3 		$5.82M Buy
105,234
+19,792
+23% +$1.18M 0.45% 75
2022
Q2 		$3.74M Sell
85,442
-44,949
-34% -$3.24M 0.25% 102
2022
Q1 		$15.6M Buy
+130,391
New +$13.6M 0.77% 37
2021
Q4 		– Sell
-166,523
Closed -$18.8M – 351
2021
Q3 		$18.8M Sell
166,523
-69,005
-29% -$8.24M 0.87% 31
2021
Q2 		$24.9M Buy
+235,528
New +$19.5M 1.08% 20
2020
Q4 		– Sell
-280,311
Closed -$11.5M – 311
2020
Q3 		$11.5M Buy
280,311
+202,072
+258% +$7.74M 0.69% 31
2020
Q2 		$2.81M Buy
+78,239
New +$2.19M 0.17% 167

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

GAM Holding's NET Position: Q2 2026 in Review

GAM Holding reduced its Cloudflare (NET) stake by 35% in Q2 2026, selling an estimated $355K and leaving 2,965 shares worth $727K. The position accounts for 0.06% of the portfolio, ranked #185.

GAM Holding first reported a position in NET in Q2 2020 and has held it in 17 quarters since. The position peaked at $24.9M in Q2 2021. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • GAM Holding held 2,965 shares of Cloudflare worth $727K as of Q2 2026.
  • GAM Holding sold 1,624 Cloudflare shares in Q2 2026, an estimated $355K.
  • Cloudflare made up 0.06% of GAM Holding's portfolio in Q2 2026, its #185 holding.
  • GAM Holding first reported a position in Cloudflare in Q2 2020 and has held it in 17 quarters since.
  • GAM Holding's Cloudflare position peaked at $24.9M in Q2 2021.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on GAM Holding's 13F filing for Q2 2026, filed 14 Aug 2026.