Marshall Wace
NET icon

Marshall Wace’s Cloudflare NET Stock Holding History

Marshall Wace’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 		$261M Buy
1,065,580
+78,973
+8% +$17.3M 0.21% 69
2026
Q1 		$204M Buy
986,607
+295,860
+43% +$56.4M 0.2% 75
2025
Q4 		$136M Buy
690,747
+163,966
+31% +$34.7M 0.12% 129
2025
Q3 		$113M Buy
526,781
+93,729
+22% +$19.1M 0.11% 140
2025
Q2 		$84.8M Sell
433,052
-150,507
-26% -$21.9M 0.1% 197
2025
Q1 		$65.8M Sell
583,559
-1,051,703
-64% -$139M 0.08% 211
2024
Q4 		$176M Sell
1,635,262
-1,265,873
-44% -$124M 0.21% 71
2024
Q3 		$235M Buy
2,901,135
+1,352,600
+87% +$109M 0.29% 52
2024
Q2 		$128M Buy
1,548,535
+855,334
+123% +$69M 0.17% 108
2024
Q1 		$67.1M Buy
693,201
+173,186
+33% +$15.7M 0.1% 194
2023
Q4 		$43.3M Buy
+520,015
New +$36.4M 0.07% 272
2023
Q2 		– Sell
-2,209,854
Closed -$136M – 2803
2023
Q1 		$136M Sell
2,209,854
-434,255
-16% -$23.7M 0.29% 72
2022
Q4 		$120M Buy
2,644,109
+2,588,707
+4,673% +$128M 0.27% 73
2022
Q3 		$3.07M Sell
55,402
-457,800
-89% -$27.2M 0.01% 1730
2022
Q2 		$22.5M Buy
513,202
+404,818
+374% +$29.2M 0.05% 418
2022
Q1 		$13M Buy
108,384
+96,803
+836% +$10.1M 0.02% 696
2021
Q4 		$1.52M Buy
+11,581
New +$1.94M ﹤0.01% 2215
2021
Q1 		– Sell
-14,802
Closed -$1.13M – 2737
2020
Q4 		$1.13M Sell
14,802
-79,280
-84% -$5.2M 0.01% 1163
2020
Q3 		$3.86M Buy
94,082
+71,455
+316% +$2.74M 0.02% 602
2020
Q2 		$813K Buy
+22,627
New +$632K 0.01% 1061

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

Marshall Wace's NET Position: Q2 2026 in Review

Marshall Wace increased its Cloudflare (NET) stake by 8% in Q2 2026, buying an estimated $17.3M and bringing the position to 1,065,580 shares worth $261M. The position accounts for 0.21% of the portfolio, ranked #69.

Marshall Wace first reported a position in NET in Q2 2020 and has held it in 20 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Marshall Wace held 1,065,580 shares of Cloudflare worth $261M as of Q2 2026.
  • Marshall Wace bought 78,973 Cloudflare shares in Q2 2026, an estimated $17.3M.
  • Cloudflare made up 0.21% of Marshall Wace's portfolio in Q2 2026, its #69 holding.
  • Marshall Wace first reported a position in Cloudflare in Q2 2020 and has held it in 20 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.