Mackenzie Financial
NET icon

Mackenzie Financial’s Cloudflare NET Stock Holding History

Mackenzie Financial’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 		$26.1M Sell
106,464
-87,852
-45% -$19.2M 0.03% 385
2026
Q1 		$40.1M Buy
194,316
+170,935
+731% +$32.6M 0.05% 291
2025
Q4 		$4.66M Buy
23,381
+2,667
+13% +$564K 0.01% 654
2025
Q3 		$4.45M Buy
20,714
+1,369
+7% +$279K 0.01% 658
2025
Q2 		$3.79M Buy
19,345
+1,257
+7% +$182K ﹤0.01% 654
2025
Q1 		$2.04M Buy
18,088
+3,447
+24% +$457K ﹤0.01% 783
2024
Q4 		$1.58M Buy
14,641
+357
+2% +$34.9K ﹤0.01% 839
2024
Q3 		$1.16M Buy
14,284
+3,969
+38% +$319K ﹤0.01% 840
2024
Q2 		$854K Sell
10,315
-12,592
-55% -$1.02M ﹤0.01% 891
2024
Q1 		$2.22M Buy
22,907
+9,242
+68% +$837K ﹤0.01% 725
2023
Q4 		$1.14M Sell
13,665
-472
-3% -$33K ﹤0.01% 844
2023
Q3 		$826K Sell
14,137
-128
-0.9% -$8.2K ﹤0.01% 889
2023
Q2 		$939K Buy
14,265
+965
+7% +$57.6K ﹤0.01% 873
2023
Q1 		$820K Buy
+13,300
New +$727K ﹤0.01% 899
2022
Q4 		– Sell
-19,228
Closed -$1.06M – 1539
2022
Q3 		$1.06M Sell
19,228
-5,733
-23% -$340K ﹤0.01% 805
2022
Q2 		$1.09M Sell
24,961
-7,409
-23% -$534K ﹤0.01% 826
2022
Q1 		$3.88M Sell
32,370
-6,578
-17% -$686K 0.01% 630
2021
Q4 		$5.12M Sell
38,948
-12,290
-24% -$2.06M 0.01% 576
2021
Q3 		$5.77M Buy
51,238
+3,842
+8% +$459K 0.01% 547
2021
Q2 		$5.02M Buy
47,396
+26,885
+131% +$2.23M 0.01% 561
2021
Q1 		$1.44M Buy
20,511
+4,626
+29% +$357K ﹤0.01% 746
2020
Q4 		$1.21M Buy
+15,885
New +$1.04M ﹤0.01% 685

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's NET Position: Q2 2026 in Review

Mackenzie Financial reduced its Cloudflare (NET) stake by 45% in Q2 2026, selling an estimated $19.2M and leaving 106,464 shares worth $26.1M. The position accounts for 0.03% of the portfolio, ranked #385.

Mackenzie Financial first reported a position in NET in Q4 2020 and has held it in 22 quarters since. The position peaked at $40.1M in Q1 2026. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Mackenzie Financial held 106,464 shares of Cloudflare worth $26.1M as of Q2 2026.
  • Mackenzie Financial sold 87,852 Cloudflare shares in Q2 2026, an estimated $19.2M.
  • Cloudflare made up 0.03% of Mackenzie Financial's portfolio in Q2 2026, its #385 holding.
  • Mackenzie Financial first reported a position in Cloudflare in Q4 2020 and has held it in 22 quarters since.
  • Mackenzie Financial's Cloudflare position peaked at $40.1M in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.