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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
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 $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

Marex Group's NET Position: Q1 2026 in Review

Marex Group reduced its Cloudflare (NET) stake by 62% in Q1 2026, selling an estimated $1.37M and leaving 4,393 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #460.

Marex Group first reported a position in NET in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.29M in Q4 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Marex Group held 4,393 shares of Cloudflare worth $906K as of Q1 2026.
  • Marex Group sold 7,210 Cloudflare shares in Q1 2026, an estimated $1.37M.
  • Cloudflare made up 0.01% of Marex Group's portfolio in Q1 2026, its #460 holding.
  • Marex Group first reported a position in Cloudflare in Q4 2022 and has held it in 6 quarters since.
  • Marex Group's Cloudflare position peaked at $2.29M in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.