Liberty One Investment Management’s Cloudflare NET Stock Holding History

Liberty One Investment 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	$377K	Buy	1,827 +925	+103%	+$176K	0.04%	132
2025 Q4	$178K	Sell	902 -1,296	-59%	-$274K	0.02%	131
2025 Q3	$470K	Buy	2,198 +853	+63%	+$174K	0.03%	124
2025 Q2	$263K	Sell	1,345 -830	-38%	-$121K	0.03%	131
2025 Q1	$245K	Buy	2,175 +48	+2%	+$6.36K	0.02%	131
2024 Q4	$229K	Buy	2,127 +8	+0.4%	+$782	0.02%	133
2024 Q3	$171K	Sell	2,119 -295	-12%	-$23.7K	0.02%	136
2024 Q2	$200K	Buy	2,414 +84	+4%	+$6.78K	0.02%	132
2024 Q1	$226K	Buy	2,330 +2,119	+1,004%	+$192K	0.03%	126
2023 Q4	$17.6K	Buy	211 +68	+48%	+$4.76K	﹤0.01%	147
2023 Q3	$9.02K	Buy	143 +19	+15%	+$1.22K	﹤0.01%	141
2023 Q2	$8.11K	Hold	124	–	–	﹤0.01%	148
2023 Q1	$7.65K	Buy	+124	New	+$6.78K	﹤0.01%	147
2022 Q2	–	Sell	-11	Closed	-$1K	–	153
2022 Q1	$1K	Buy	+11	New	+$1.15K	﹤0.01%	161

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty One Investment Management's NET Position: Q1 2026 in Review

Liberty One Investment Management increased its Cloudflare (NET) stake by 103% in Q1 2026, buying an estimated $176K and bringing the position to 1,827 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #132.

Liberty One Investment Management first reported a position in NET in Q1 2022 and has held it in 14 quarters since. The position peaked at $470K in Q3 2025. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Liberty One Investment Management held 1,827 shares of Cloudflare worth $377K as of Q1 2026.
Liberty One Investment Management bought 925 Cloudflare shares in Q1 2026, an estimated $176K.
Cloudflare made up 0.04% of Liberty One Investment Management's portfolio in Q1 2026, its #132 holding.
Liberty One Investment Management first reported a position in Cloudflare in Q1 2022 and has held it in 14 quarters since.
Liberty One Investment Management's Cloudflare position peaked at $470K in Q3 2025.
1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.