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Marex Group’s Cloudflare NET Stock Holding History

Marex Group’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 		$2.71M Buy
11,060
+6,667
+152% +$1.46M 0.01% 327
2026
Q1 		$906K Sell
4,393
-7,210
-62% -$1.37M 0.01% 460
2025
Q4 		$2.29M Buy
11,603
+10,118
+681% +$2.14M 0.01% 298
2025
Q3 		$319K Buy
+1,485
New +$303K ﹤0.01% 611
2025
Q1 		– Sell
-1,913
Closed -$206K – 795
2024
Q4 		$206K Buy
+1,913
New +$187K ﹤0.01% 541
2024
Q3 		– Sell
-4,337
Closed -$359K – 727
2024
Q2 		$359K Buy
+4,337
New +$350K 0.01% 371
2023
Q1 		– Sell
-4,935
Closed -$223K – 307
2022
Q4 		$223K Buy
+4,935
New +$244K 0.03% 226

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

Marex Group's NET Position: Q2 2026 in Review

Marex Group increased its Cloudflare (NET) stake by 152% in Q2 2026, buying an estimated $1.46M and bringing the position to 11,060 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #327.

Marex Group first reported a position in NET in Q4 2022 and has held it in 7 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Marex Group held 11,060 shares of Cloudflare worth $2.71M as of Q2 2026.
  • Marex Group bought 6,667 Cloudflare shares in Q2 2026, an estimated $1.46M.
  • Cloudflare made up 0.01% of Marex Group's portfolio in Q2 2026, its #327 holding.
  • Marex Group first reported a position in Cloudflare in Q4 2022 and has held it in 7 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.