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Knollwood Investment Advisory’s Cloudflare NET Stock Holding History

Knollwood Investment Advisory’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 		$3.47M Hold
16,800
– – 0.35% 66
2025
Q4 		$3.31M Hold
16,800
– – 0.31% 71
2025
Q3 		$3.61M Hold
16,800
– – 0.32% 69
2025
Q2 		$3.29M Hold
16,800
– – 0.32% 70
2025
Q1 		$1.89M Hold
16,800
– – 0.21% 123
2024
Q4 		$1.81M Hold
16,800
– – 0.19% 131
2024
Q3 		$1.36M Hold
16,800
– – 0.15% 161
2024
Q2 		$1.39M Buy
+16,800
New +$1.36M 0.15% 154

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 $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Knollwood Investment Advisory's NET Position: Q1 2026 in Review

Knollwood Investment Advisory held its Cloudflare (NET) position steady in Q1 2026 at 16,800 shares worth $3.47M. The position accounts for 0.35% of the portfolio, ranked #66.

Knollwood Investment Advisory first reported a position in NET in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.61M in Q3 2025. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Knollwood Investment Advisory held 16,800 shares of Cloudflare worth $3.47M as of Q1 2026.
  • Knollwood Investment Advisory left its Cloudflare share count unchanged in Q1 2026.
  • Cloudflare made up 0.35% of Knollwood Investment Advisory's portfolio in Q1 2026, its #66 holding.
  • Knollwood Investment Advisory first reported a position in Cloudflare in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's Cloudflare position peaked at $3.61M in Q3 2025.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.