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Natixis’s Cloudflare NET Stock Holding History

Natixis’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 		$20.6M Buy
99,612
+86,050
+634% +$16.4M 0.07% 190
2025
Q4 		$2.67M Sell
13,562
-70,064
-84% -$14.8M 0.01% 563
2025
Q3 		$17.9M Buy
+83,626
New +$17.1M 0.08% 203
2025
Q2 		– Sell
-9,080
Closed -$1M – 1121
2025
Q1 		$1M Sell
9,080
-11,304
-55% -$1.5M 0.01% 554
2024
Q4 		$2.19M Sell
20,384
-11,788
-37% -$1.15M 0.01% 456
2024
Q3 		$2.6M Buy
+32,172
New +$2.59M 0.01% 397
2024
Q2 		– Sell
-292,619
Closed -$28.3M – 1097
2024
Q1 		$28.3M Buy
+292,619
New +$26.5M 0.15% 124
2023
Q3 		– Sell
-60,302
Closed -$3.94M – 1091
2023
Q2 		$3.94M Buy
+60,302
New +$3.6M 0.03% 316
2023
Q1 		– Sell
-44,955
Closed -$2.03M – 1127
2022
Q4 		$2.03M Buy
44,955
+27,996
+165% +$1.38M 0.01% 534
2022
Q3 		$967K Sell
16,959
-3,146
-16% -$187K ﹤0.01% 773
2022
Q2 		$883K Sell
20,105
-20,791
-51% -$1.5M ﹤0.01% 845
2022
Q1 		$4.9M Sell
40,896
-61,189
-60% -$6.38M 0.02% 553
2021
Q4 		$13.4M Sell
102,085
-114,480
-53% -$19.2M 0.05% 321
2021
Q3 		$24.4M Buy
216,565
+195,489
+928% +$23.4M 0.08% 203
2021
Q2 		$2.23M Sell
21,076
-8,484
-29% -$702K 0.01% 505
2021
Q1 		$2.08M Buy
29,560
+13,499
+84% +$1.04M 0.01% 687
2020
Q4 		$1.22M Sell
16,061
-2,141
-12% -$140K ﹤0.01% 772
2020
Q3 		$747K Sell
18,202
-5,371
-23% -$206K 0.01% 559
2020
Q2 		$847K Buy
+23,573
New +$658K 0.01% 542

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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
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 $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

Natixis's NET Position: Q1 2026 in Review

Natixis increased its Cloudflare (NET) stake by 634% in Q1 2026, buying an estimated $16.4M and bringing the position to 99,612 shares worth $20.6M. The position accounts for 0.07% of the portfolio, ranked #190.

Natixis first reported a position in NET in Q2 2020 and has held it in 19 quarters since. The position peaked at $28.3M in Q1 2024. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Natixis held 99,612 shares of Cloudflare worth $20.6M as of Q1 2026.
  • Natixis bought 86,050 Cloudflare shares in Q1 2026, an estimated $16.4M.
  • Cloudflare made up 0.07% of Natixis's portfolio in Q1 2026, its #190 holding.
  • Natixis first reported a position in Cloudflare in Q2 2020 and has held it in 19 quarters since.
  • Natixis's Cloudflare position peaked at $28.3M in Q1 2024.
  • 1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.