Mariner
NET icon

Mariner’s Cloudflare NET Stock Holding History

Mariner’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 		$89.5M Buy
433,957
+243,997
+128% +$46.5M 0.1% 166
2025
Q4 		$37.4M Buy
189,960
+108,541
+133% +$23M 0.04% 310
2025
Q3 		$17.5M Sell
81,419
-36,615
-31% -$7.48M 0.02% 456
2025
Q2 		$23.1M Buy
118,034
+6,163
+6% +$895K 0.03% 373
2025
Q1 		$12.6M Buy
111,871
+6,349
+6% +$842K 0.02% 499
2024
Q4 		$11.4M Buy
105,522
+1,509
+1% +$147K 0.02% 505
2024
Q3 		$8.43M Buy
104,013
+22,577
+28% +$1.81M 0.02% 583
2024
Q2 		$6.74M Sell
81,436
-3,419
-4% -$276K 0.01% 631
2024
Q1 		$8.22M Buy
84,855
+1,584
+2% +$143K 0.02% 560
2023
Q4 		$6.93M Sell
83,271
-2,173
-3% -$152K 0.02% 583
2023
Q3 		$5.39M Buy
85,444
+2,652
+3% +$170K 0.01% 619
2023
Q2 		$5.41M Sell
82,792
-1,454
-2% -$86.8K 0.01% 620
2023
Q1 		$5.19M Buy
84,246
+54,187
+180% +$2.96M 0.02% 620
2022
Q4 		$1.36M Buy
30,059
+16,235
+117% +$803K ﹤0.01% 1097
2022
Q3 		$765K Buy
13,824
+2,440
+21% +$145K ﹤0.01% 1185
2022
Q2 		$498K Buy
+11,384
New +$820K ﹤0.01% 1125

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

Mariner's NET Position: Q1 2026 in Review

Mariner increased its Cloudflare (NET) stake by 128% in Q1 2026, buying an estimated $46.5M and bringing the position to 433,957 shares worth $89.5M. The position accounts for 0.1% of the portfolio, ranked #166.

Mariner first reported a position in NET in Q2 2022 and has held it in 16 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Mariner held 433,957 shares of Cloudflare worth $89.5M as of Q1 2026.
  • Mariner bought 243,997 Cloudflare shares in Q1 2026, an estimated $46.5M.
  • Cloudflare made up 0.1% of Mariner's portfolio in Q1 2026, its #166 holding.
  • Mariner first reported a position in Cloudflare in Q2 2022 and has held it in 16 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

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