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Picton Mahoney Asset Management’s Cloudflare NET Stock Holding History

Picton Mahoney 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
Q2 		– Sell
-119,286
Closed -$24.6M – 1564
2026
Q1 		$24.6M Buy
119,286
+24,904
+26% +$4.75M 0.18% 94
2025
Q4 		$18.6M Sell
94,382
-7,127
-7% -$1.51M 0.14% 126
2025
Q3 		$21.8M Sell
101,509
-27,886
-22% -$5.69M 0.2% 90
2025
Q2 		$25.3M Sell
129,395
-16,110
-11% -$2.34M 0.26% 74
2025
Q1 		$16.4M Buy
145,505
+37,488
+35% +$4.97M 0.28% 76
2024
Q4 		$11.6M Buy
108,017
+30,481
+39% +$2.98M 0.24% 112
2024
Q3 		$6.27M Buy
77,536
+35,261
+83% +$2.83M 0.21% 147
2024
Q2 		$3.5M Buy
+42,275
New +$3.41M 0.14% 177

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Picton Mahoney Asset Management's NET Position: Q2 2026 in Review

Picton Mahoney Asset Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 119,286 shares — an estimated $24.6M sold.

Picton Mahoney Asset Management first reported a position in NET in Q2 2024 and held it in 8 quarters. The position peaked at $25.3M in Q2 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Picton Mahoney Asset Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 119,286 Cloudflare shares in Q2 2026, an estimated $24.6M.
  • Picton Mahoney Asset Management first reported a position in Cloudflare in Q2 2024 and held it in 8 quarters.
  • Picton Mahoney Asset Management's Cloudflare position peaked at $25.3M in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.