GAM
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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
Q2 		$16.5M Sell
67,300
-23,771
-26% -$5.2M 0.04% 646
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 $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

Gotham Asset Management's NET Position: Q2 2026 in Review

Gotham Asset Management reduced its Cloudflare (NET) stake by 26% in Q2 2026, selling an estimated $5.2M and leaving 67,300 shares worth $16.5M. The position accounts for 0.04% of the portfolio, ranked #646.

Gotham Asset Management first reported a position in NET in Q4 2020 and has held it in 15 quarters since. The position peaked at $18.8M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Gotham Asset Management held 67,300 shares of Cloudflare worth $16.5M as of Q2 2026.
  • Gotham Asset Management sold 23,771 Cloudflare shares in Q2 2026, an estimated $5.2M.
  • Cloudflare made up 0.04% of Gotham Asset Management's portfolio in Q2 2026, its #646 holding.
  • Gotham Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 15 quarters since.
  • Gotham Asset Management's Cloudflare position peaked at $18.8M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.