MGM
NET icon

Manchester Global Management’s Cloudflare NET Stock Holding History

Manchester Global 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 		$14.7M Buy
71,303
+11,793
+20% +$2.25M 1.96% 20
2025
Q4 		$11.7M Sell
59,510
-4,490
-7% -$950K 1.58% 20
2025
Q3 		$13.7M Hold
64,000
– – 1.81% 18
2025
Q2 		$12.5M Buy
+64,000
New +$9.29M 1.81% 19

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 Global Management's NET Position: Q1 2026 in Review

Manchester Global Management increased its Cloudflare (NET) stake by 20% in Q1 2026, buying an estimated $2.25M and bringing the position to 71,303 shares worth $14.7M. The position accounts for 1.96% of the portfolio, ranked #20.

Manchester Global Management first reported a position in NET in Q2 2025 and has held it in 4 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Manchester Global Management held 71,303 shares of Cloudflare worth $14.7M as of Q1 2026.
  • Manchester Global Management bought 11,793 Cloudflare shares in Q1 2026, an estimated $2.25M.
  • Cloudflare made up 1.96% of Manchester Global Management's portfolio in Q1 2026, its #20 holding.
  • Manchester Global Management first reported a position in Cloudflare in Q2 2025 and has held it in 4 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Manchester Global Management's 13F filing for Q1 2026, filed 15 May 2026.