MCM
NET icon

Manchester Capital Management’s Cloudflare NET Stock Holding History

Manchester Capital 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 		$16.3K Buy
79
+17
+27% +$3.24K ﹤0.01% 722
2025
Q4 		$12.2K Sell
62
-537
-90% -$114K ﹤0.01% 748
2025
Q3 		$129K Sell
599
-414
-41% -$84.5K 0.02% 375
2025
Q2 		$198K Sell
1,013
-110
-10% -$16K 0.03% 338
2025
Q1 		$127K Hold
1,123
– – 0.02% 401
2024
Q4 		$121K Buy
1,123
+137
+14% +$13.4K 0.01% 407
2024
Q3 		$79.8K Buy
986
+200
+25% +$16.1K 0.01% 452
2024
Q2 		$65.1K Hold
786
– – 0.01% 459
2024
Q1 		$76.1K Hold
786
– – 0.01% 428
2023
Q4 		$65.4K Buy
786
+1
+0.1% +$70 0.01% 393
2023
Q3 		$49.5K Sell
785
-2
-0.3% -$128 0.01% 420
2023
Q2 		$51.4K Buy
787
+7
+0.9% +$418 0.01% 407
2023
Q1 		$48.1K Sell
780
-2,397
-75% -$131K 0.01% 427
2022
Q4 		$144K Hold
3,177
– – 0.02% 280
2022
Q3 		$176K Hold
3,177
– – 0.03% 224
2022
Q2 		$139K Buy
3,177
+735
+30% +$52.9K 0.02% 251
2022
Q1 		$292K Buy
2,442
+1,698
+228% +$177K 0.04% 212
2021
Q4 		$98K Buy
+744
New +$125K 0.01% 339
2021
Q1 		– Sell
-5
Closed – – 735
2020
Q4 		$0 Buy
+5
New +$328 ﹤0.01% 774

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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manchester Capital Management's NET Position: Q1 2026 in Review

Manchester Capital Management increased its Cloudflare (NET) stake by 27% in Q1 2026, buying an estimated $3.24K and bringing the position to 79 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Manchester Capital Management first reported a position in NET in Q4 2020 and has held it in 19 quarters since. The position peaked at $292K in Q1 2022. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Manchester Capital Management held 79 shares of Cloudflare worth $16.3K as of Q1 2026.
  • Manchester Capital Management bought 17 Cloudflare shares in Q1 2026, an estimated $3.24K.
  • Cloudflare made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #722 holding.
  • Manchester Capital Management first reported a position in Cloudflare in Q4 2020 and has held it in 19 quarters since.
  • Manchester Capital Management's Cloudflare position peaked at $292K in Q1 2022.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.