Invesco
NET icon

Invesco’s Cloudflare NET Stock Holding History

Invesco’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 		$642M Sell
3,113,525
-587,171
-16% -$112M 0.06% 265
2025
Q4 		$730M Sell
3,700,696
-264,037
-7% -$55.9M 0.07% 224
2025
Q3 		$851M Buy
3,964,733
+49,485
+1% +$10.1M 0.13% 152
2025
Q2 		$767M Buy
3,915,248
+2,440,241
+165% +$354M 0.13% 162
2025
Q1 		$166M Buy
1,475,007
+396,086
+37% +$52.5M 0.03% 670
2024
Q4 		$116M Buy
1,078,921
+804,059
+293% +$78.6M 0.02% 772
2024
Q3 		$22.2M Buy
274,862
+5,771
+2% +$464K ﹤0.01% 1425
2024
Q2 		$22.3M Sell
269,091
-1,308,333
-83% -$106M ﹤0.01% 1381
2024
Q1 		$153M Buy
1,577,424
+467,028
+42% +$42.3M 0.03% 671
2023
Q4 		$92.5M Buy
1,110,396
+736,447
+197% +$51.5M 0.02% 782
2023
Q3 		$23.6M Buy
373,949
+171,675
+85% +$11M 0.01% 1264
2023
Q2 		$13.2M Sell
202,274
-135,342
-40% -$8.08M ﹤0.01% 1607
2023
Q1 		$20.8M Buy
337,616
+155,106
+85% +$8.48M 0.01% 1330
2022
Q4 		$8.25M Sell
182,510
-823,637
-82% -$40.7M ﹤0.01% 1975
2022
Q3 		$55.7M Buy
1,006,147
+410,302
+69% +$24.4M 0.02% 868
2022
Q2 		$26.1M Sell
595,845
-463,610
-44% -$33.4M 0.01% 1223
2022
Q1 		$127M Sell
1,059,455
-865,643
-45% -$90.3M 0.03% 682
2021
Q4 		$253M Buy
1,925,098
+808,586
+72% +$135M 0.06% 423
2021
Q3 		$126M Buy
1,116,512
+27,615
+3% +$3.3M 0.03% 711
2021
Q2 		$115M Buy
1,088,897
+356,881
+49% +$29.5M 0.03% 775
2021
Q1 		$51.4M Buy
732,016
+440,367
+151% +$33.9M 0.01% 1052
2020
Q4 		$22.2M Sell
291,649
-1,259,670
-81% -$82.6M 0.01% 1382
2020
Q3 		$63.7M Sell
1,551,319
-61,499
-4% -$2.35M 0.02% 829
2020
Q2 		$58M Buy
+1,612,818
New +$45.1M 0.02% 834
2019
Q4 		– Sell
-813,799
Closed -$15.1M – 3682
2019
Q3 		$15.1M Buy
+813,799
New +$15.7M ﹤0.01% 1545

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

Invesco's NET Position: Q1 2026 in Review

Invesco reduced its Cloudflare (NET) stake by 16% in Q1 2026, selling an estimated $112M and leaving 3,113,525 shares worth $642M. The position accounts for 0.06% of the portfolio, ranked #265.

Invesco first reported a position in NET in Q3 2019 and has held it in 25 quarters since. The position peaked at $851M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Invesco held 3,113,525 shares of Cloudflare worth $642M as of Q1 2026.
  • Invesco sold 587,171 Cloudflare shares in Q1 2026, an estimated $112M.
  • Cloudflare made up 0.06% of Invesco's portfolio in Q1 2026, its #265 holding.
  • Invesco first reported a position in Cloudflare in Q3 2019 and has held it in 25 quarters since.
  • Invesco's Cloudflare position peaked at $851M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.