PMAM
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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
2025
Q2 		– Sell
-200,000
Closed -$22.5M – 1109
2025
Q1 		$22.5M Buy
+200,000
New +$26.5M 0.39% 40

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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: Q1 2026 in Review

Picton Mahoney Asset Management increased its Cloudflare (NET) stake by 26% in Q1 2026, buying an estimated $4.75M and bringing the position to 119,286 shares worth $24.6M. The position accounts for 0.18% of the portfolio, ranked #94.

Picton Mahoney Asset Management first reported a position in NET in Q2 2024 and has held it in 8 quarters since. The position peaked at $25.3M in Q2 2025. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Picton Mahoney Asset Management held 119,286 shares of Cloudflare worth $24.6M as of Q1 2026.
  • Picton Mahoney Asset Management bought 24,904 Cloudflare shares in Q1 2026, an estimated $4.75M.
  • Cloudflare made up 0.18% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #94 holding.
  • Picton Mahoney Asset Management first reported a position in Cloudflare in Q2 2024 and has held it in 8 quarters since.
  • Picton Mahoney Asset Management's Cloudflare position peaked at $25.3M in Q2 2025.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

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