NC
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NZS Capital’s Cloudflare NET Stock Holding History

NZS Capital’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 		$28.3M Buy
137,103
+30,566
+29% +$5.83M 0.94% 40
2025
Q4 		$21M Buy
106,537
+784
+0.7% +$166K 0.64% 51
2025
Q3 		$22.7M Sell
105,753
-194,752
-65% -$39.8M 0.69% 50
2025
Q2 		$58.8M Buy
300,505
+1,109
+0.4% +$161K 2% 18
2025
Q1 		$33.7M Buy
299,396
+21,744
+8% +$2.88M 1.52% 27
2024
Q4 		$29.9M Buy
277,652
+17,015
+7% +$1.66M 1.27% 31
2024
Q3 		$21.1M Buy
260,637
+4,527
+2% +$364K 0.82% 43
2024
Q2 		$21.2M Buy
256,110
+11,754
+5% +$948K 0.87% 40
2024
Q1 		$23.7M Sell
244,356
-34,876
-12% -$3.16M 0.98% 36
2023
Q4 		$23.2M Buy
279,232
+14,751
+6% +$1.03M 1.22% 29
2023
Q3 		$16.7M Sell
264,481
-3,105
-1% -$199K 0.9% 37
2023
Q2 		$17.5M Sell
267,586
-5,775
-2% -$345K 0.88% 34
2023
Q1 		$16.9M Buy
273,361
+46,799
+21% +$2.56M 0.89% 34
2022
Q4 		$10.2M Buy
226,562
+13,244
+6% +$655K 0.88% 35
2022
Q3 		$11.8M Buy
213,318
+22,809
+12% +$1.35M 1.09% 31
2022
Q2 		$8.34M Buy
190,509
+143,467
+305% +$10.3M 0.89% 37
2022
Q1 		$5.63M Buy
47,042
+27,662
+143% +$2.88M 0.57% 42
2021
Q4 		$2.55M Sell
19,380
-72,744
-79% -$12.2M 0.22% 59
2021
Q3 		$10.4M Sell
92,124
-61,159
-40% -$7.31M 1.02% 35
2021
Q2 		$16.2M Buy
+153,283
New +$12.7M 1.49% 22

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 $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 $1.66T 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NZS Capital's NET Position: Q1 2026 in Review

NZS Capital increased its Cloudflare (NET) stake by 29% in Q1 2026, buying an estimated $5.83M and bringing the position to 137,103 shares worth $28.3M. The position accounts for 0.94% of the portfolio, ranked #40.

NZS Capital first reported a position in NET in Q2 2021 and has held it in 20 quarters since. The position peaked at $58.8M in Q2 2025. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • NZS Capital held 137,103 shares of Cloudflare worth $28.3M as of Q1 2026.
  • NZS Capital bought 30,566 Cloudflare shares in Q1 2026, an estimated $5.83M.
  • Cloudflare made up 0.94% of NZS Capital's portfolio in Q1 2026, its #40 holding.
  • NZS Capital first reported a position in Cloudflare in Q2 2021 and has held it in 20 quarters since.
  • NZS Capital's Cloudflare position peaked at $58.8M in Q2 2025.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on NZS Capital's 13F filing for Q1 2026, filed 15 May 2026.