M&G plc’s Cloudflare NET Stock Holding History

M&G plc’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	-64,787	Closed	-$12.8M	–	406
2025 Q4	$12.8M	Buy	64,787 +5,575	+9%	+$1.18M	0.07%	192
2025 Q3	$12.7M	Buy	+59,212	New	+$12.1M	0.07%	173

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 $3.38T AUM 44.17% 1-Year Est. Return

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

M&G plc's NET Position: Q1 2026 in Review

M&G plc sold out of Cloudflare (NET) in Q1 2026, closing a stake of 64,787 shares — an estimated $12.8M sold.

M&G plc first reported a position in NET in Q3 2025 and held it in 2 quarters. The position peaked at $12.8M in Q4 2025. 1,139 funds tracked by Wall St. Rank hold NET as of Q1 2026.

M&G plc reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
M&G plc sold 64,787 Cloudflare shares in Q1 2026, an estimated $12.8M.
M&G plc first reported a position in Cloudflare in Q3 2025 and held it in 2 quarters.
M&G plc's Cloudflare position peaked at $12.8M in Q4 2025.
1,139 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on M&G plc's 13F filing for Q1 2026, filed 13 May 2026.