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IFM Investors’s Cloudflare NET Stock Holding History

IFM Investors’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 		$17.7M Buy
72,061
+8,097
+13% +$1.77M 0.12% 147
2026
Q1 		$13.2M Buy
63,964
+2,601
+4% +$496K 0.11% 174
2025
Q4 		$12.1M Buy
61,363
+1,859
+3% +$393K 0.1% 183
2025
Q3 		$12.9M Buy
59,504
+788
+1% +$161K 0.11% 163
2025
Q2 		$11.5M Buy
58,716
+2,538
+5% +$368K 0.11% 175
2025
Q1 		$6.33M Buy
56,178
+931
+2% +$123K 0.07% 268
2024
Q4 		$5.95M Sell
55,247
-4,934
-8% -$482K 0.06% 299
2024
Q3 		$4.87M Buy
60,181
+297
+0.5% +$23.9K 0.05% 361
2024
Q2 		$4.96M Sell
59,884
-674
-1% -$54.4K 0.05% 342
2024
Q1 		$5.86M Buy
60,558
+2,643
+5% +$239K 0.06% 300
2023
Q4 		$4.82M Sell
57,915
-3,757
-6% -$263K 0.06% 311
2023
Q3 		$3.89M Buy
61,672
+8,273
+15% +$530K 0.05% 342
2023
Q2 		$3.49M Buy
53,399
+10,800
+25% +$645K 0.05% 387
2023
Q1 		$2.63M Buy
42,599
+789
+2% +$43.1K 0.04% 428
2022
Q4 		$1.89M Sell
41,810
-710
-2% -$35.1K 0.03% 478
2022
Q3 		$2.35M Buy
42,520
+437
+1% +$26K 0.04% 393
2022
Q2 		$1.84M Buy
42,083
+1,836
+5% +$132K 0.03% 479
2022
Q1 		$4.82M Buy
40,247
+8,507
+27% +$887K 0.07% 267
2021
Q4 		$4.17M Buy
31,740
+2,070
+7% +$347K 0.08% 260
2021
Q3 		$3.34M Sell
29,670
-157
-0.5% -$18.8K 0.07% 281
2021
Q2 		$3.16M Buy
29,827
+7,101
+31% +$588K 0.06% 298
2021
Q1 		$1.6M Buy
22,726
+7,761
+52% +$598K 0.04% 430
2020
Q4 		$1.14M Buy
+14,965
New +$981K 0.04% 469

Other funds holding NET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

IFM Investors's NET Position: Q2 2026 in Review

IFM Investors increased its Cloudflare (NET) stake by 13% in Q2 2026, buying an estimated $1.77M and bringing the position to 72,061 shares worth $17.7M. The position accounts for 0.12% of the portfolio, ranked #147.

IFM Investors first reported a position in NET in Q4 2020 and has held it in 23 quarters since. 289 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • IFM Investors held 72,061 shares of Cloudflare worth $17.7M as of Q2 2026.
  • IFM Investors bought 8,097 Cloudflare shares in Q2 2026, an estimated $1.77M.
  • Cloudflare made up 0.12% of IFM Investors's portfolio in Q2 2026, its #147 holding.
  • IFM Investors first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • 289 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.