GAM
NET icon

Gotham Asset Management’s Cloudflare NET Stock Holding History

Gotham Asset Management’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
Q1 		$18.8M Buy
91,071
+2,781
+3% +$530K 0.06% 475
2025
Q4 		$17.4M Buy
88,290
+5,502
+7% +$1.16M 0.06% 443
2025
Q3 		$17.8M Buy
82,788
+31,423
+61% +$6.42M 0.08% 367
2025
Q2 		$10.1M Buy
51,365
+27,394
+114% +$3.98M 0.06% 471
2025
Q1 		$2.7M Buy
23,971
+17,034
+246% +$2.26M 0.02% 702
2024
Q4 		$747K Buy
6,937
+170
+3% +$16.6K 0.01% 1006
2024
Q3 		$547K Buy
6,767
+1,646
+32% +$132K 0.01% 1081
2024
Q2 		$424K Sell
5,121
-2,896
-36% -$234K 0.01% 1126
2024
Q1 		$776K Buy
8,017
+2,893
+56% +$262K 0.01% 922
2023
Q4 		$427K Sell
5,124
-4,078
-44% -$285K 0.01% 1038
2023
Q3 		$580K Buy
+9,202
New +$589K 0.01% 935
2022
Q4 		– Sell
-10,740
Closed -$594K – 1283
2022
Q3 		$594K Buy
+10,740
New +$638K 0.02% 811
2022
Q2 		– Sell
-4,955
Closed -$593K – 1207
2022
Q1 		$593K Buy
+4,955
New +$517K 0.02% 751
2021
Q1 		– Sell
-8,978
Closed -$682K – 1051
2020
Q4 		$682K Buy
+8,978
New +$589K 0.02% 643

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gotham Asset Management's NET Position: Q1 2026 in Review

Gotham Asset Management increased its Cloudflare (NET) stake by 3.1% in Q1 2026, buying an estimated $530K and bringing the position to 91,071 shares worth $18.8M. The position accounts for 0.06% of the portfolio, ranked #475.

Gotham Asset Management first reported a position in NET in Q4 2020 and has held it in 14 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Gotham Asset Management held 91,071 shares of Cloudflare worth $18.8M as of Q1 2026.
  • Gotham Asset Management bought 2,781 Cloudflare shares in Q1 2026, an estimated $530K.
  • Cloudflare made up 0.06% of Gotham Asset Management's portfolio in Q1 2026, its #475 holding.
  • Gotham Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 14 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.