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Norden Group’s Cloudflare NET Stock Holding History

Norden Group’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 		$4.79M Sell
23,193
-843
-4% -$161K 0.46% 42
2025
Q4 		$4.74M Sell
24,036
-458
-2% -$96.9K 0.46% 41
2025
Q3 		$5.26M Sell
24,494
-240
-1% -$49K 0.53% 37
2025
Q2 		$4.84M Buy
24,734
+2,017
+9% +$293K 0.53% 43
2025
Q1 		$2.56M Sell
22,717
-11,706
-34% -$1.55M 0.29% 68
2024
Q4 		$3.71M Sell
34,423
-4,949
-13% -$483K 0.42% 54
2024
Q3 		$3.18M Buy
39,372
+321
+0.8% +$25.8K 0.38% 67
2024
Q2 		$3.23M Buy
39,051
+61
+0.2% +$4.92K 0.65% 35
2024
Q1 		$3.78M Buy
+38,990
New +$3.53M 0.77% 32

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

Norden Group's NET Position: Q1 2026 in Review

Norden Group reduced its Cloudflare (NET) stake by 3.5% in Q1 2026, selling an estimated $161K and leaving 23,193 shares worth $4.79M. The position accounts for 0.46% of the portfolio, ranked #42.

Norden Group first reported a position in NET in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.26M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Norden Group held 23,193 shares of Cloudflare worth $4.79M as of Q1 2026.
  • Norden Group sold 843 Cloudflare shares in Q1 2026, an estimated $161K.
  • Cloudflare made up 0.46% of Norden Group's portfolio in Q1 2026, its #42 holding.
  • Norden Group first reported a position in Cloudflare in Q1 2024 and has held it in 9 quarters since.
  • Norden Group's Cloudflare position peaked at $5.26M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.