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Grandeur Peak Global Advisors’s Cloudflare NET Stock Holding History

Grandeur Peak Global Advisors’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 		– Sell
-83,878
Closed -$16.5M – 99
2025
Q4 		$16.5M Buy
83,878
+25,046
+43% +$5.3M 2.23% 11
2025
Q3 		$12.6M Sell
58,832
-42,682
-42% -$8.71M 1.69% 13
2025
Q2 		$19.9M Sell
101,514
-14,012
-12% -$2.03M 2.4% 11
2025
Q1 		$13M Sell
115,526
-142,209
-55% -$18.9M 1.44% 18
2024
Q4 		$27.8M Sell
257,735
-145,675
-36% -$14.2M 2.46% 11
2024
Q3 		$32.6M Sell
403,410
-9,589
-2% -$771K 2.71% 11
2024
Q2 		$34.2M Buy
412,999
+77,593
+23% +$6.26M 2.73% 8
2024
Q1 		$32.5M Sell
335,406
-122,559
-27% -$11.1M 2.58% 10
2023
Q4 		$38.1M Sell
457,965
-60,003
-12% -$4.2M 2.68% 10
2023
Q3 		$32.7M Buy
517,968
+62,101
+14% +$3.98M 2.46% 11
2023
Q2 		$29.8M Buy
455,867
+115,303
+34% +$6.88M 2.03% 12
2023
Q1 		$21M Buy
340,564
+71,018
+26% +$3.88M 1.28% 21
2022
Q4 		$12.2M Buy
269,546
+202,387
+301% +$10M 0.72% 33
2022
Q3 		$3.71M Sell
67,159
-5,055
-7% -$300K 0.23% 58
2022
Q2 		$3.16M Buy
72,214
+32,645
+83% +$2.35M 0.2% 62
2022
Q1 		$4.74M Buy
+39,569
New +$4.13M 0.22% 71

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

Grandeur Peak Global Advisors's NET Position: Q1 2026 in Review

Grandeur Peak Global Advisors sold out of Cloudflare (NET) in Q1 2026, closing a stake of 83,878 shares — an estimated $16.5M sold.

Grandeur Peak Global Advisors first reported a position in NET in Q1 2022 and held it in 16 quarters. The position peaked at $38.1M in Q4 2023. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Grandeur Peak Global Advisors reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Grandeur Peak Global Advisors sold 83,878 Cloudflare shares in Q1 2026, an estimated $16.5M.
  • Grandeur Peak Global Advisors first reported a position in Cloudflare in Q1 2022 and held it in 16 quarters.
  • Grandeur Peak Global Advisors's Cloudflare position peaked at $38.1M in Q4 2023.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Grandeur Peak Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.