HFM
NET icon

Harvest Fund Management’s Cloudflare NET Stock Holding History

Harvest Fund 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 		$1.55M Buy
7,508
+1,684
+29% +$321K 0.07% 145
2025
Q4 		$1.15M Sell
5,824
-2,707
-32% -$573K 0.04% 183
2025
Q3 		$1.83M Buy
8,531
+1,564
+22% +$319K 0.08% 151
2025
Q2 		$1.36M Buy
6,967
+2,187
+46% +$318K 0.06% 169
2025
Q1 		$538K Sell
4,780
-5,282
-52% -$700K 0.03% 266
2024
Q4 		$1.08M Buy
10,062
+9,472
+1,605% +$925K 0.05% 205
2024
Q3 		$48K Sell
590
-1,558
-73% -$125K ﹤0.01% 461
2024
Q2 		$178K Sell
2,148
-1,394
-39% -$112K 0.01% 356
2024
Q1 		$343K Sell
3,542
-70
-2% -$6.34K 0.03% 249
2023
Q4 		$301K Buy
3,612
+2,729
+309% +$191K 0.05% 181
2023
Q3 		$56K Buy
883
+848
+2,423% +$54.3K 0.01% 393
2023
Q2 		$2K Sell
35
-3,250
-99% -$194K ﹤0.01% 638
2023
Q1 		$202K Buy
+3,285
New +$180K 0.04% 208
2022
Q4 		– Sell
-201
Closed -$11K – 826
2022
Q3 		$11K Hold
201
– – ﹤0.01% 638
2022
Q2 		$9K Sell
201
-3,005
-94% -$216K ﹤0.01% 623
2022
Q1 		$383K Buy
3,206
+500
+18% +$52.1K 0.08% 119
2021
Q4 		$361K Sell
2,706
-319
-11% -$53.5K 0.06% 143
2021
Q3 		$340K Buy
3,025
+2,794
+1,210% +$334K 0.08% 86
2021
Q2 		$24K Sell
231
-1,637
-88% -$136K ﹤0.01% 601
2021
Q1 		$131K Sell
1,868
-1,690
-47% -$130K 0.01% 204
2020
Q4 		$270K Sell
3,558
-799
-18% -$52.4K 0.02% 115
2020
Q3 		$186K Buy
4,357
+452
+12% +$17.3K 0.02% 173
2020
Q2 		$144K Buy
+3,905
New +$109K 0.01% 185

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

Harvest Fund Management's NET Position: Q1 2026 in Review

Harvest Fund Management increased its Cloudflare (NET) stake by 29% in Q1 2026, buying an estimated $321K and bringing the position to 7,508 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #145.

Harvest Fund Management first reported a position in NET in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.83M in Q3 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Harvest Fund Management held 7,508 shares of Cloudflare worth $1.55M as of Q1 2026.
  • Harvest Fund Management bought 1,684 Cloudflare shares in Q1 2026, an estimated $321K.
  • Cloudflare made up 0.07% of Harvest Fund Management's portfolio in Q1 2026, its #145 holding.
  • Harvest Fund Management first reported a position in Cloudflare in Q2 2020 and has held it in 23 quarters since.
  • Harvest Fund Management's Cloudflare position peaked at $1.83M in Q3 2025.
  • 1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.