GI
NET icon

GAMMA Investing’s Cloudflare NET Stock Holding History

GAMMA Investing’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 		$817K Buy
2,352
+199
+9% +$59K 0.03% 494
2026
Q2 		$528K Buy
2,153
+257
+14% +$56.2K 0.02% 630
2026
Q1 		$391K Buy
1,896
+450
+31% +$85.8K 0.02% 693
2025
Q4 		$285K Buy
1,446
+117
+9% +$24.7K 0.01% 797
2025
Q3 		$285K Buy
1,329
+127
+11% +$25.9K 0.02% 746
2025
Q2 		$235K Buy
1,202
+109
+10% +$15.8K 0.01% 810
2025
Q1 		$123K Buy
1,093
+508
+87% +$67.3K 0.01% 1082
2024
Q4 		$63K Buy
585
+217
+59% +$21.2K 0.01% 1477
2024
Q3 		$29.8K Buy
368
+118
+47% +$9.49K ﹤0.01% 1850
2024
Q2 		$20.7K Sell
250
-418
-63% -$33.7K ﹤0.01% 1827
2024
Q1 		$64.7K Buy
668
+171
+34% +$15.5K 0.01% 866
2023
Q4 		$39.3K Buy
+497
New +$34.8K 0.01% 1046

Other funds holding NET

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
BFS
Burr Financial Services Pleasant Hill, California $164M AUM 63.8% 1-Year Est. Return

GAMMA Investing's NET Position: Q3 2026 in Review

GAMMA Investing increased its Cloudflare (NET) stake by 9.2% in Q3 2026, buying an estimated $59K and bringing the position to 2,352 shares worth $817K. The position accounts for 0.03% of the portfolio, ranked #494.

GAMMA Investing first reported a position in NET in Q4 2023 and has held it in 12 quarters since. 35 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • GAMMA Investing held 2,352 shares of Cloudflare worth $817K as of Q3 2026.
  • GAMMA Investing bought 199 Cloudflare shares in Q3 2026, an estimated $59K.
  • Cloudflare made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #494 holding.
  • GAMMA Investing first reported a position in Cloudflare in Q4 2023 and has held it in 12 quarters since.
  • 35 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.