National Bank of Canada
NET icon

National Bank of Canada’s Cloudflare NET Stock Holding History

National Bank of Canada’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 		$2.82M Buy
13,642
+602
+5% +$115K ﹤0.01% 1001
2025
Q4 		$2.57M Sell
13,040
-131,178
-91% -$27.7M ﹤0.01% 1025
2025
Q3 		$30.9M Buy
144,218
+135,492
+1,553% +$27.7M 0.03% 387
2025
Q2 		$1.71M Sell
8,726
-2,474
-22% -$359K ﹤0.01% 1177
2025
Q1 		$1.26M Buy
11,200
+2,550
+29% +$338K ﹤0.01% 1150
2024
Q4 		$932K Buy
8,650
+358
+4% +$35K ﹤0.01% 1318
2024
Q3 		$671K Buy
8,292
+1,261
+18% +$101K ﹤0.01% 1160
2024
Q2 		$590K Buy
7,031
+640
+10% +$51.6K ﹤0.01% 1142
2024
Q1 		$459K Buy
6,391
+2,044
+47% +$185K ﹤0.01% 1256
2023
Q4 		$345K Buy
4,347
+119
+3% +$8.32K ﹤0.01% 1327
2023
Q3 		$264K Sell
4,228
-6
-0.1% -$384 ﹤0.01% 1444
2023
Q2 		$277K Buy
4,234
+6
+0.1% +$358 ﹤0.01% 1403
2023
Q1 		$261K Sell
4,228
-309,422
-99% -$16.9M ﹤0.01% 1342
2022
Q4 		$14.2M Buy
313,650
+309,402
+7,283% +$15.3M 0.04% 345
2022
Q3 		$235K Buy
4,248
+33
+0.8% +$1.96K ﹤0.01% 1327
2022
Q2 		$184K Sell
4,215
-4,306
-51% -$310K ﹤0.01% 1442
2022
Q1 		$1.02M Sell
8,521
-556
-6% -$58K ﹤0.01% 1105
2021
Q4 		$1.19M Buy
+9,077
New +$1.52M ﹤0.01% 991

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Bank of Canada's NET Position: Q1 2026 in Review

National Bank of Canada increased its Cloudflare (NET) stake by 4.6% in Q1 2026, buying an estimated $115K and bringing the position to 13,642 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

National Bank of Canada first reported a position in NET in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.9M in Q3 2025. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • National Bank of Canada held 13,642 shares of Cloudflare worth $2.82M as of Q1 2026.
  • National Bank of Canada bought 602 Cloudflare shares in Q1 2026, an estimated $115K.
  • Cloudflare made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1001 holding.
  • National Bank of Canada first reported a position in Cloudflare in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Cloudflare position peaked at $30.9M in Q3 2025.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.