Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’s Cloudflare NET Stock Holding History

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’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	$2.08M	Sell	8,500 -1,500	-15%	-$328K	0.84%	35
2026 Q1	$2.06M	Buy	10,000 +1,500	+18%	+$286K	1.07%	25
2025 Q4	$1.68M	Hold	8,500	–	–	0.82%	38
2025 Q3	$1.82M	Sell	8,500 -8,000	-48%	-$1.63M	0.97%	29
2025 Q2	$3.23M	Sell	16,500 -6,300	-28%	-$915K	1.69%	19
2025 Q1	$2.57M	Buy	22,800 +800	+4%	+$106K	1.63%	17
2024 Q4	$2.37M	Sell	22,000 -2,000	-8%	-$195K	1.37%	22
2024 Q3	$1.94M	Hold	24,000	–	–	1.23%	27
2024 Q2	$1.99M	Buy	24,000 +5,000	+26%	+$403K	1.29%	27
2024 Q1	$1.84M	Buy	19,000 +3,500	+23%	+$317K	1.27%	26
2023 Q4	$1.29M	Hold	15,500	–	–	1.07%	30
2023 Q3	$1.29M	Buy	15,500 +2,000	+15%	+$128K	1.07%	30
2023 Q2	$882K	Buy	13,500 +1,000	+8%	+$59.7K	0.77%	41
2023 Q1	$771K	Hold	12,500	–	–	0.79%	39
2022 Q4	$565K	Buy	+12,500	New	+$618K	0.8%	44

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s NET Position: Q2 2026 in Review

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) reduced its Cloudflare (NET) stake by 15% in Q2 2026, selling an estimated $328K and leaving 8,500 shares worth $2.08M. The position accounts for 0.84% of the portfolio, ranked #35.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in NET in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.23M in Q2 2025. 864 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) held 8,500 shares of Cloudflare worth $2.08M as of Q2 2026.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) sold 1,500 Cloudflare shares in Q2 2026, an estimated $328K.
Cloudflare made up 0.84% of Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s portfolio in Q2 2026, its #35 holding.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in Cloudflare in Q4 2022 and has held it in 15 quarters since.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s Cloudflare position peaked at $3.23M in Q2 2025.
864 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s 13F filing for Q2 2026, filed 22 Jul 2026.