Kepler Cheuvreux’s Cloudflare NET Stock Holding History

Kepler Cheuvreux’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	–	Sell	-4,557	Closed	-$940K	–	194
2026 Q1	$940K	Buy	4,557 +147	+3%	+$28K	0.06%	138
2025 Q4	$869K	Buy	+4,410	New	+$933K	0.05%	141

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Kepler Cheuvreux's NET Position: Q2 2026 in Review

Kepler Cheuvreux sold out of Cloudflare (NET) in Q2 2026, closing a stake of 4,557 shares — an estimated $940K sold.

Kepler Cheuvreux first reported a position in NET in Q4 2025 and held it in 2 quarters. The position peaked at $940K in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Kepler Cheuvreux reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
Kepler Cheuvreux sold 4,557 Cloudflare shares in Q2 2026, an estimated $940K.
Kepler Cheuvreux first reported a position in Cloudflare in Q4 2025 and held it in 2 quarters.
Kepler Cheuvreux's Cloudflare position peaked at $940K in Q1 2026.
1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Kepler Cheuvreux's 13F filing for Q2 2026, filed 15 Jul 2026.