MGP
NET icon

Metis Global Partners’s Cloudflare NET Stock Holding History

Metis Global Partners’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 		$1.06M Sell
4,319
-843
-16% -$184K 0.02% 431
2026
Q1 		$1.07M Sell
5,162
-343
-6% -$65.4K 0.03% 425
2025
Q4 		$1.09M Sell
5,505
-124
-2% -$26.2K 0.03% 441
2025
Q3 		$1.21M Sell
5,629
-510
-8% -$104K 0.03% 432
2025
Q2 		$1.2M Sell
6,139
-1,357
-18% -$197K 0.03% 428
2025
Q1 		$845K Buy
7,496
+3,317
+79% +$440K 0.02% 492
2024
Q4 		$450K Buy
4,179
+393
+10% +$38.4K 0.01% 604
2024
Q3 		$306K Buy
3,786
+183
+5% +$14.7K 0.01% 665
2024
Q2 		$298K Sell
3,603
-92
-2% -$7.42K 0.01% 653
2024
Q1 		$358K Buy
3,695
+6
+0.2% +$543 0.01% 629
2023
Q4 		$307K Sell
3,689
-706
-16% -$49.4K 0.01% 644
2023
Q3 		$277K Buy
4,395
+519
+13% +$33.2K 0.01% 643
2023
Q2 		$253K Sell
3,876
-157
-4% -$9.37K 0.01% 651
2023
Q1 		$249K Buy
+4,033
New +$221K 0.02% 605

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

Metis Global Partners's NET Position: Q2 2026 in Review

Metis Global Partners reduced its Cloudflare (NET) stake by 16% in Q2 2026, selling an estimated $184K and leaving 4,319 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #431.

Metis Global Partners first reported a position in NET in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.21M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Metis Global Partners held 4,319 shares of Cloudflare worth $1.06M as of Q2 2026.
  • Metis Global Partners sold 843 Cloudflare shares in Q2 2026, an estimated $184K.
  • Cloudflare made up 0.02% of Metis Global Partners's portfolio in Q2 2026, its #431 holding.
  • Metis Global Partners first reported a position in Cloudflare in Q1 2023 and has held it in 14 quarters since.
  • Metis Global Partners's Cloudflare position peaked at $1.21M in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.