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Ostrum Asset Management’s Cloudflare NET Stock Holding History

Ostrum Asset Management’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 		$392K Buy
1,901
+28
+1% +$5.34K 0.02% 362
2025
Q4 		$369K Sell
1,873
-621
-25% -$131K 0.02% 407
2025
Q3 		$535K Sell
2,494
-77
-3% -$15.7K 0.02% 397
2025
Q2 		$503K Buy
2,571
+1,356
+112% +$197K 0.02% 405
2025
Q1 		$137K Sell
1,215
-32
-3% -$4.24K 0.01% 535
2024
Q4 		$134K Sell
1,247
-52
-4% -$5.08K 0.01% 552
2024
Q3 		$105K Buy
1,299
+16
+1% +$1.29K 0.01% 559
2024
Q2 		$106K Sell
1,283
-100
-7% -$8.07K 0.01% 581
2024
Q1 		$134K Hold
1,383
– – 0.01% 576
2023
Q4 		$115K Buy
1,383
+6
+0.4% +$420 0.01% 579
2023
Q3 		$86.8K Sell
1,377
-10
-0.7% -$640 0.01% 638
2023
Q2 		$90.7K Buy
1,387
+2
+0.1% +$119 0.01% 609
2023
Q1 		$85.4K Buy
+1,385
New +$75.7K 0.01% 612

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

Ostrum Asset Management's NET Position: Q1 2026 in Review

Ostrum Asset Management increased its Cloudflare (NET) stake by 1.5% in Q1 2026, buying an estimated $5.34K and bringing the position to 1,901 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #362.

Ostrum Asset Management first reported a position in NET in Q1 2023 and has held it in 13 quarters since. The position peaked at $535K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Ostrum Asset Management held 1,901 shares of Cloudflare worth $392K as of Q1 2026.
  • Ostrum Asset Management bought 28 Cloudflare shares in Q1 2026, an estimated $5.34K.
  • Cloudflare made up 0.02% of Ostrum Asset Management's portfolio in Q1 2026, its #362 holding.
  • Ostrum Asset Management first reported a position in Cloudflare in Q1 2023 and has held it in 13 quarters since.
  • Ostrum Asset Management's Cloudflare position peaked at $535K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.