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&Partners’s Cloudflare NET Stock Holding History

&Partners’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 		$6.11M Buy
29,658
+716
+2% +$137K 0.03% 470
2025
Q4 		$5.71M Sell
28,942
-5,073
-15% -$1.07M 0.03% 458
2025
Q3 		$7.3M Buy
34,015
+1,714
+5% +$350K 0.05% 334
2025
Q2 		$6.34M Buy
32,301
+2,613
+9% +$379K 0.05% 322
2025
Q1 		$3.41M Buy
29,688
+9,104
+44% +$1.21M 0.04% 390
2024
Q4 		$2.36M Buy
20,584
+17,942
+679% +$1.75M 0.03% 442
2024
Q3 		$213K Buy
+2,642
New +$212K ﹤0.01% 1275

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

&Partners's NET Position: Q1 2026 in Review

&Partners increased its Cloudflare (NET) stake by 2.5% in Q1 2026, buying an estimated $137K and bringing the position to 29,658 shares worth $6.11M. The position accounts for 0.03% of the portfolio, ranked #470.

&Partners first reported a position in NET in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.3M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • &Partners held 29,658 shares of Cloudflare worth $6.11M as of Q1 2026.
  • &Partners bought 716 Cloudflare shares in Q1 2026, an estimated $137K.
  • Cloudflare made up 0.03% of &Partners's portfolio in Q1 2026, its #470 holding.
  • &Partners first reported a position in Cloudflare in Q3 2024 and has held it in 7 quarters since.
  • &Partners's Cloudflare position peaked at $7.3M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.