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IQ EQ Fund Management’s Cloudflare NET Stock Holding History

IQ EQ 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 		$11.8M Sell
57,212
-2,266
-4% -$432K 0.9% 28
2025
Q4 		$11.7M Sell
59,478
-1,507
-2% -$319K 0.81% 35
2025
Q3 		$13.1M Buy
60,985
+16,013
+36% +$3.27M 0.89% 24
2025
Q2 		$8.81M Sell
44,972
-12,459
-22% -$1.81M 0.78% 30
2025
Q1 		$6.47M Buy
57,431
+2,662
+5% +$353K 0.76% 35
2024
Q4 		$5.9M Sell
54,769
-23,976
-30% -$2.34M 0.7% 41
2024
Q3 		$6.37M Sell
78,745
-5,146
-6% -$414K 0.66% 39
2024
Q2 		$6.95M Buy
83,891
+6,849
+9% +$553K 0.8% 27
2024
Q1 		$7.46M Sell
77,042
-952
-1% -$86.2K 0.85% 27
2023
Q4 		$6.49M Sell
77,994
-2,687
-3% -$188K 0.77% 34
2023
Q3 		$5.09M Sell
80,681
-4,980
-6% -$319K 1.04% 26
2023
Q2 		$5.6M Sell
85,661
-21,555
-20% -$1.29M 1.06% 29
2023
Q1 		$6.61M Buy
107,216
+10,543
+11% +$576K 1.27% 20
2022
Q4 		$4.37M Buy
96,673
+17,327
+22% +$857K 0.9% 37
2022
Q3 		$4.39M Buy
79,346
+9,590
+14% +$570K 0.99% 36
2022
Q2 		$3.05M Buy
69,756
+42,761
+158% +$3.08M 0.6% 62
2022
Q1 		$3.23M Buy
26,995
+5,414
+25% +$565K 0.53% 73
2021
Q4 		$2.84M Sell
21,581
-15,569
-42% -$2.61M 0.44% 84
2021
Q3 		$4.18M Buy
37,150
+2,404
+7% +$287K 0.64% 52
2021
Q2 		$3.68M Buy
34,746
+7,141
+26% +$591K 0.56% 56
2021
Q1 		$1.94M Buy
27,605
+10,139
+58% +$781K 0.34% 113
2020
Q4 		$1.33M Sell
17,466
-6,671
-28% -$437K 0.31% 103
2020
Q3 		$991K Buy
24,137
+12,683
+111% +$486K 0.3% 81
2020
Q2 		$412K Buy
+11,454
New +$320K 0.14% 107

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

IQ EQ Fund Management's NET Position: Q1 2026 in Review

IQ EQ Fund Management reduced its Cloudflare (NET) stake by 3.8% in Q1 2026, selling an estimated $432K and leaving 57,212 shares worth $11.8M. The position accounts for 0.9% of the portfolio, ranked #28.

IQ EQ Fund Management first reported a position in NET in Q2 2020 and has held it in 24 quarters since. The position peaked at $13.1M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • IQ EQ Fund Management held 57,212 shares of Cloudflare worth $11.8M as of Q1 2026.
  • IQ EQ Fund Management sold 2,266 Cloudflare shares in Q1 2026, an estimated $432K.
  • Cloudflare made up 0.9% of IQ EQ Fund Management's portfolio in Q1 2026, its #28 holding.
  • IQ EQ Fund Management first reported a position in Cloudflare in Q2 2020 and has held it in 24 quarters since.
  • IQ EQ Fund Management's Cloudflare position peaked at $13.1M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.