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	$73.6K	Buy	+300	New	+$65.6K	﹤0.01%	2953

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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.