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Osmosis Investment Management UK’s Cloudflare NET Stock Holding History

Osmosis Investment Management UK’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
Q2 		$2.47M Sell
10,067
-12,166
-55% -$2.66M 0.11% 158
2026
Q1 		$4.59M Buy
22,233
+6,052
+37% +$1.15M 0.12% 158
2025
Q4 		$3.19M Buy
+16,181
New +$3.42M 0.08% 212

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

Osmosis Investment Management UK's NET Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its Cloudflare (NET) stake by 55% in Q2 2026, selling an estimated $2.66M and leaving 10,067 shares worth $2.47M. The position accounts for 0.11% of the portfolio, ranked #158.

Osmosis Investment Management UK first reported a position in NET in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.59M in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Osmosis Investment Management UK held 10,067 shares of Cloudflare worth $2.47M as of Q2 2026.
  • Osmosis Investment Management UK sold 12,166 Cloudflare shares in Q2 2026, an estimated $2.66M.
  • Cloudflare made up 0.11% of Osmosis Investment Management UK's portfolio in Q2 2026, its #158 holding.
  • Osmosis Investment Management UK first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • Osmosis Investment Management UK's Cloudflare position peaked at $4.59M in Q1 2026.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Osmosis Investment Management UK's 13F filing for Q2 2026, filed 13 Aug 2026.