Morgan Stanley’s Cloudflare NET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.28B | Sell |
15,883,321
-2,125,924
| -12% | -$405M | 0.2% | 81 |
|
|
2025
Q4 | $3.55B | Sell |
18,009,245
-1,001,947
| -5% | -$212M | 0.21% | 80 |
|
|
2025
Q3 | $4.08B | Sell |
19,011,192
-1,022,279
| -5% | -$209M | 0.25% | 69 |
|
|
2025
Q2 | $3.92B | Sell |
20,033,471
-1,519,188
| -7% | -$221M | 0.26% | 71 |
|
|
2025
Q1 | $2.43B | Sell |
21,552,659
-1,629,838
| -7% | -$216M | 0.17% | 105 |
|
|
2024
Q4 | $2.5B | Sell |
23,182,497
-1,307,204
| -5% | -$128M | 0.17% | 97 |
|
|
2024
Q3 | $1.98B | Sell |
24,489,701
-2,301,478
| -9% | -$185M | 0.14% | 127 |
|
|
2024
Q2 | $2.22B | Sell |
26,791,179
-1,058,096
| -4% | -$85.4M | 0.17% | 105 |
|
|
2024
Q1 | $2.7B | Sell |
27,849,275
-32,896,405
| -54% | -$2.98B | 0.22% | 77 |
|
|
2023
Q4 | $5.06B | Buy |
60,745,680
+29,094,171
| +92% | +$2.04B | 0.22% | 79 |
|
|
2023
Q3 | $2B | Sell |
31,651,509
-467,982
| -1% | -$30M | 0.2% | 95 |
|
|
2023
Q2 | $2.1B | Sell |
32,119,491
-215,051
| -0.7% | -$12.8M | 0.21% | 92 |
|
|
2023
Q1 | $1.99B | Buy |
32,334,542
+982,428
| +3% | +$53.7M | 0.21% | 92 |
|
|
2022
Q4 | $1.42B | Sell |
31,352,114
-1,791,076
| -5% | -$88.6M | 0.16% | 132 |
|
|
2022
Q3 | $1.83B | Sell |
33,143,190
-1,273,035
| -4% | -$75.6M | 0.25% | 78 |
|
|
2022
Q2 | $1.51B | Buy |
34,416,225
+4,670,132
| +16% | +$336M | 0.2% | 106 |
|
|
2022
Q1 | $3.56B | Buy |
29,746,093
+1,215,994
| +4% | +$127M | 0.48% | 34 |
|
|
2021
Q4 | $3.75B | Buy |
28,530,099
+619,334
| +2% | +$104M | 0.46% | 39 |
|
|
2021
Q3 | $3.14B | Sell |
27,910,765
-819,129
| -3% | -$97.9M | 0.42% | 42 |
|
|
2021
Q2 | $3.04B | Buy |
28,729,894
+15,680,274
| +120% | +$1.3B | 0.4% | 46 |
|
|
2021
Q1 | $917M | Buy |
13,049,620
+4,319,588
| +49% | +$333M | 0.13% | 161 |
|
|
2020
Q4 | $663M | Buy |
8,730,032
+8,317,691
| +2,017% | +$545M | 0.1% | 191 |
|
|
2020
Q3 | $16.9M | Buy |
412,341
+60,341
| +17% | +$2.31M | ﹤0.01% | 1601 |
|
|
2020
Q2 | $12.7M | Buy |
352,000
+223,047
| +173% | +$6.23M | ﹤0.01% | 1765 |
|
|
2020
Q1 | $3.03M | Buy |
128,953
+73,110
| +131% | +$1.42M | ﹤0.01% | 2956 |
|
|
2019
Q4 | $953K | Buy |
55,843
+49,961
| +849% | +$851K | ﹤0.01% | 4564 |
|
|
2019
Q3 | $109K | Buy |
+5,882
| New | +$114K | ﹤0.01% | 5414 |
|
Other funds holding NET
VPM
VCM
