IHG
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Insight Holdings Group’s Cloudflare NET Stock Holding History

Insight Holdings Group’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 		$6.77M Buy
+32,800
New +$6.25M 0.48% 20
2025
Q4 		– Sell
-12,000
Closed -$2.58M – 32
2025
Q3 		$2.58M Buy
+12,000
New +$2.45M 0.16% 27
2024
Q1 		– Sell
-13,700
Closed -$1.14M – 35
2023
Q4 		$1.14M Buy
+13,700
New +$958K 0.03% 31

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

Insight Holdings Group's NET Position: Q1 2026 in Review

Insight Holdings Group opened a new position in Cloudflare (NET) in Q1 2026: 32,800 shares worth $6.77M. The stake represents 0.48% of the portfolio and ranks #20 among its holdings. This is a return to the name: Insight Holdings Group previously reported a position in NET as recently as Q3 2025.

Insight Holdings Group first reported a position in NET in Q4 2023 and has held it in 3 quarters since. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Insight Holdings Group held 32,800 shares of Cloudflare worth $6.77M as of Q1 2026.
  • Cloudflare was a new Insight Holdings Group position in Q1 2026.
  • Cloudflare made up 0.48% of Insight Holdings Group's portfolio in Q1 2026, its #20 holding.
  • Insight Holdings Group first reported a position in Cloudflare in Q4 2023 and has held it in 3 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Insight Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.