GAM
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Grandview Asset Management’s Cloudflare NET Stock Holding History

Grandview 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 		$2.73M Sell
13,225
-84
-0.6% -$16K 0.8% 28
2025
Q4 		$2.62M Sell
13,309
-297
-2% -$62.8K 0.72% 27
2025
Q3 		$2.92M Buy
13,606
+250
+2% +$51K 0.82% 27
2025
Q2 		$2.62M Buy
13,356
+150
+1% +$21.8K 0.84% 27
2025
Q1 		$1.49M Buy
13,206
+1,234
+10% +$164K 0.57% 37
2024
Q4 		$1.29M Buy
11,972
+1,698
+17% +$166K 0.47% 39
2024
Q3 		$831K Sell
10,274
-79
-0.8% -$6.35K 0.48% 30
2024
Q2 		$858K Sell
10,353
-252
-2% -$20.3K 0.5% 31
2024
Q1 		$1.03M Sell
10,605
-676
-6% -$61.2K 0.47% 47
2023
Q4 		$939K Sell
11,281
-595
-5% -$41.6K 0.49% 47
2023
Q3 		$749K Sell
11,876
-945
-7% -$60.5K 0.43% 52
2023
Q2 		$838K Sell
12,821
-40
-0.3% -$2.39K 0.82% 27
2023
Q1 		$793K Sell
12,861
-1,562
-11% -$85.4K 0.47% 54
2022
Q4 		$652K Sell
14,423
-164
-1% -$8.11K 0.41% 58
2022
Q3 		$807K Sell
14,587
-2,320
-14% -$138K 0.51% 51
2022
Q2 		$740K Sell
16,907
-149
-0.9% -$10.7K 0.41% 56
2022
Q1 		$2.04M Sell
17,056
-159
-0.9% -$16.6K 0.86% 33
2021
Q4 		$2.26M Buy
17,215
+334
+2% +$56K 0.91% 29
2021
Q3 		$1.9M Sell
16,881
-488
-3% -$58.3K 1.95% 18
2021
Q2 		$1.84M Sell
17,369
-2,050
-11% -$170K 1.01% 29
2021
Q1 		$1.36M Sell
19,419
-4,381
-18% -$338K 0.73% 42
2020
Q4 		$1.81M Sell
23,800
-2,000
-8% -$131K 1.18% 23
2020
Q3 		$1.06M Sell
25,800
-3,300
-11% -$126K 0.86% 40
2020
Q2 		$1.05M Buy
+29,100
New +$813K 0.91% 41

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

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

Grandview Asset Management reduced its Cloudflare (NET) stake by 0.63% in Q1 2026, selling an estimated $16K and leaving 13,225 shares worth $2.73M. The position accounts for 0.8% of the portfolio, ranked #28.

Grandview Asset Management first reported a position in NET in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.92M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Grandview Asset Management held 13,225 shares of Cloudflare worth $2.73M as of Q1 2026.
  • Grandview Asset Management sold 84 Cloudflare shares in Q1 2026, an estimated $16K.
  • Cloudflare made up 0.8% of Grandview Asset Management's portfolio in Q1 2026, its #28 holding.
  • Grandview Asset Management first reported a position in Cloudflare in Q2 2020 and has held it in 24 quarters since.
  • Grandview Asset Management's Cloudflare position peaked at $2.92M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.