MIM
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Moseley Investment Management’s Cloudflare NET Stock Holding History

Moseley Investment Management’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 		$329K Hold
1,593
– – 0.1% 111
2025
Q4 		$314K Sell
1,593
-38
-2% -$8.04K 0.1% 117
2025
Q3 		$350K Buy
1,631
+125
+8% +$25.5K 0.11% 120
2025
Q2 		$295K Buy
+1,506
New +$219K 0.1% 122
2024
Q4 		– Sell
-2,831
Closed -$229K – 156
2024
Q3 		$229K Hold
2,831
– – 0.09% 139
2024
Q2 		$234K Buy
2,831
+15
+0.5% +$1.21K 0.11% 128
2024
Q1 		$273K Sell
2,816
-100
-3% -$9.05K 0.14% 116
2023
Q4 		$243K Buy
+2,916
New +$204K 0.14% 126
2022
Q2 		– Sell
-4,060
Closed -$486K – 162
2022
Q1 		$486K Sell
4,060
-650
-14% -$67.8K 0.26% 98
2021
Q4 		$619K Sell
4,710
-542
-10% -$90.8K 0.28% 88
2021
Q3 		$604K Sell
5,252
-184
-3% -$22K 0.3% 86
2021
Q2 		$575K Sell
5,436
-823
-13% -$68.1K 0.28% 88
2021
Q1 		$440K Buy
6,259
+1,963
+46% +$151K 0.24% 100
2020
Q4 		$326K Buy
+4,296
New +$282K 0.19% 110

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Moseley Investment Management's NET Position: Q1 2026 in Review

Moseley Investment Management held its Cloudflare (NET) position steady in Q1 2026 at 1,593 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #111.

Moseley Investment Management first reported a position in NET in Q4 2020 and has held it in 14 quarters since. The position peaked at $619K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Moseley Investment Management held 1,593 shares of Cloudflare worth $329K as of Q1 2026.
  • Moseley Investment Management left its Cloudflare share count unchanged in Q1 2026.
  • Cloudflare made up 0.1% of Moseley Investment Management's portfolio in Q1 2026, its #111 holding.
  • Moseley Investment Management first reported a position in Cloudflare in Q4 2020 and has held it in 14 quarters since.
  • Moseley Investment Management's Cloudflare position peaked at $619K in Q4 2021.
  • 1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.