Pathstone Holdings’s Cloudflare NET Stock Holding History

Pathstone Holdings’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	$10.5M	Buy	50,970 +7,871	+18%	+$1.5M	0.04%	332
2025 Q4	$8.5M	Sell	43,099 -1,169	-3%	-$247K	0.03%	389
2025 Q3	$9.5M	Buy	44,268 +9,813	+28%	+$2M	0.04%	352
2025 Q2	$6.75M	Buy	34,455 +6,423	+23%	+$932K	0.03%	447
2025 Q1	$3.16M	Buy	28,032 +1,269	+5%	+$168K	0.01%	744
2024 Q4	$2.88M	Buy	26,763 +2,662	+11%	+$260K	0.01%	784
2024 Q3	$1.95M	Buy	24,101 +1,200	+5%	+$96.5K	0.01%	982
2024 Q2	$1.9M	Sell	22,901 -1,016	-4%	-$82K	0.01%	947
2024 Q1	$2.32M	Sell	23,917 -5,604	-19%	-$507K	0.01%	840
2023 Q4	$2.47M	Buy	+29,521	New	+$2.06M	0.01%	665

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pathstone Holdings's NET Position: Q1 2026 in Review

Pathstone Holdings increased its Cloudflare (NET) stake by 18% in Q1 2026, buying an estimated $1.5M and bringing the position to 50,970 shares worth $10.5M. The position accounts for 0.04% of the portfolio, ranked #332.

Pathstone Holdings first reported a position in NET in Q4 2023 and has held it in 10 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Pathstone Holdings held 50,970 shares of Cloudflare worth $10.5M as of Q1 2026.
Pathstone Holdings bought 7,871 Cloudflare shares in Q1 2026, an estimated $1.5M.
Cloudflare made up 0.04% of Pathstone Holdings's portfolio in Q1 2026, its #332 holding.
Pathstone Holdings first reported a position in Cloudflare in Q4 2023 and has held it in 10 quarters since.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.