HSBC Holdings’s Cloudflare NET Stock Holding History

HSBC Holdings’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	$91.4M	Buy	449,100 +233,600	+108%	+$44.5M	0.05%	359
2025 Q4	$42.9M	Buy	+215,500	New	+$45.6M	0.02%	533
2025 Q3	–	Sell	-23,000	Closed	-$4.5M	–	3001
2025 Q2	$4.5M	Sell	23,000 -44,200	-66%	-$6.42M	﹤0.01%	1194
2025 Q1	$7.42M	Sell	67,200 -322,800	-83%	-$42.8M	﹤0.01%	984
2024 Q4	$42.2M	Buy	390,000 +107,000	+38%	+$10.5M	0.02%	524
2024 Q3	$22.6M	Buy	283,000 +51,800	+22%	+$4.16M	0.01%	686
2024 Q2	$19.2M	Buy	231,200 +47,700	+26%	+$3.85M	0.01%	690
2024 Q1	$17.8M	Buy	183,500 +30,200	+20%	+$2.73M	0.01%	725
2023 Q4	$12.8M	Buy	153,300 +113,600	+286%	+$7.95M	0.01%	802
2023 Q3	$2.53M	Buy	39,700 +14,700	+59%	+$941K	﹤0.01%	1348
2023 Q2	$1.65M	Hold	25,000	–	–	﹤0.01%	1525
2023 Q1	$1.54M	Hold	25,000	–	–	﹤0.01%	1607
2022 Q4	$1.1M	Buy	+25,000	New	+$1.24M	﹤0.01%	1925
2022 Q1	–	Sell	-50,200	Closed	-$6.64M	–	3406
2021 Q4	$6.64M	Sell	50,200 -2,000	-4%	-$335K	0.01%	1157
2021 Q3	$5.88M	Buy	+52,200	New	+$6.24M	0.01%	1089

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings's NET Position: Q1 2026 in Review

HSBC Holdings increased its Cloudflare (NET) stake by 181% in Q1 2026, buying an estimated $71.5M and bringing the position to 581,821 shares worth $119M. The position accounts for 0.06% of the portfolio, ranked #291.

HSBC Holdings first reported a position in NET in Q4 2020 and has held it in 22 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

HSBC Holdings held 581,821 shares of Cloudflare worth $119M as of Q1 2026.
HSBC Holdings bought 374,906 Cloudflare shares in Q1 2026, an estimated $71.5M.
Cloudflare made up 0.06% of HSBC Holdings's portfolio in Q1 2026, its #291 holding.
HSBC Holdings first reported a position in Cloudflare in Q4 2020 and has held it in 22 quarters since.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.