Jupiter Asset Management’s Cloudflare NET Stock Holding History

Jupiter Asset 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	–	Sell	-197,710	Closed	-$39M	–	533
2025 Q4	$39M	Buy	197,710 +188,226	+1,985%	+$39.8M	0.31%	98
2025 Q3	$2.04M	Sell	9,484 -900	-9%	-$184K	0.02%	320
2025 Q2	$2.03M	Buy	+10,384	New	+$1.51M	0.02%	333
2025 Q1	–	Sell	-20,015	Closed	-$2.16M	–	479
2024 Q4	$2.16M	Buy	+20,015	New	+$1.96M	0.02%	315
2023 Q3	–	Sell	-32,070	Closed	-$2.1M	–	551
2023 Q2	$2.1M	Buy	+32,070	New	+$1.91M	0.02%	377
2021 Q2	–	Sell	-104,506	Closed	-$7.34M	–	644
2021 Q1	$7.34M	Buy	104,506 +59,868	+134%	+$4.61M	0.07%	255
2020 Q4	$3.39M	Buy	44,638 +13,869	+45%	+$909K	0.03%	368
2020 Q3	$1.26M	Buy	+30,769	New	+$1.18M	0.01%	443

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Asset Management's NET Position: Q1 2026 in Review

Jupiter Asset Management sold out of Cloudflare (NET) in Q1 2026, closing a stake of 197,710 shares — an estimated $39M sold.

Jupiter Asset Management first reported a position in NET in Q3 2020 and held it in 8 quarters. The position peaked at $39M in Q4 2025. 1,138 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Jupiter Asset Management reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
Jupiter Asset Management sold 197,710 Cloudflare shares in Q1 2026, an estimated $39M.
Jupiter Asset Management first reported a position in Cloudflare in Q3 2020 and held it in 8 quarters.
Jupiter Asset Management's Cloudflare position peaked at $39M in Q4 2025.
1,138 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.