PCM
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Penserra Capital Management’s Cloudflare NET Stock Holding History

Penserra Capital 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 		$150M Buy
728,648
+13,271
+2% +$2.53M 1.76% 3
2025
Q4 		$141M Buy
715,377
+40,556
+6% +$8.58M 1.68% 4
2025
Q3 		$145M Sell
674,821
-73,286
-10% -$15M 1.73% 4
2025
Q2 		$146M Buy
748,107
+77,019
+11% +$11.2M 2.04% 3
2025
Q1 		$75.6M Sell
671,088
-92,045
-12% -$12.2M 1.35% 13
2024
Q4 		$82.2M Sell
763,133
-91,384
-11% -$8.93M 1.5% 8
2024
Q3 		$69.1M Sell
854,517
-114,761
-12% -$9.23M 1.5% 11
2024
Q2 		$80.3M Buy
969,278
+133,682
+16% +$10.8M 1.02% 28
2024
Q1 		$80.9M Buy
835,596
+813,805
+3,735% +$73.7M 1.02% 26
2023
Q4 		$1.81M Buy
21,791
+20,299
+1,361% +$1.42M 0.03% 293
2023
Q3 		$93K Sell
1,492
-7,585
-84% -$486K ﹤0.01% 906
2023
Q2 		$593K Buy
9,077
+7,784
+602% +$465K 0.01% 472
2023
Q1 		$79K Sell
1,293
-3,999
-76% -$219K ﹤0.01% 806
2022
Q4 		$237K Sell
5,292
-379
-7% -$18.7K 0.01% 648
2022
Q3 		$313K Sell
5,671
-1,510
-21% -$89.7K 0.01% 512
2022
Q2 		$314K Buy
7,181
+913
+15% +$65.8K 0.01% 549
2022
Q1 		$750K Buy
6,268
+1,430
+30% +$149K 0.02% 436
2021
Q4 		$635K Sell
4,838
-60,841
-93% -$10.2M 0.01% 480
2021
Q3 		$7.4M Sell
65,679
-3,456
-5% -$413K 0.15% 188
2021
Q2 		$7.32M Buy
+69,135
New +$5.72M 0.13% 194
2021
Q1 		– Sell
-4,812
Closed -$365K – 1138
2020
Q4 		$365K Buy
4,812
+2,612
+119% +$171K 0.01% 411
2020
Q3 		$90K Buy
+2,200
New +$84.2K ﹤0.01% 504

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

Penserra Capital Management's NET Position: Q1 2026 in Review

Penserra Capital Management increased its Cloudflare (NET) stake by 1.9% in Q1 2026, buying an estimated $2.53M and bringing the position to 728,648 shares worth $150M. The position accounts for 1.76% of the portfolio, ranked #3.

Penserra Capital Management first reported a position in NET in Q3 2020 and has held it in 22 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Penserra Capital Management held 728,648 shares of Cloudflare worth $150M as of Q1 2026.
  • Penserra Capital Management bought 13,271 Cloudflare shares in Q1 2026, an estimated $2.53M.
  • Cloudflare made up 1.76% of Penserra Capital Management's portfolio in Q1 2026, its #3 holding.
  • Penserra Capital Management first reported a position in Cloudflare in Q3 2020 and has held it in 22 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.