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Pier 88 Investment Partners’s Cloudflare NET Stock Holding History

Pier 88 Investment 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 		$454K Sell
2,200
-3,397
-61% -$648K 0.11% 77
2025
Q4 		$1.1M Buy
5,597
+147
+3% +$31.1K 0.25% 48
2025
Q3 		$1.17M Sell
5,450
-2,730
-33% -$557K 0.22% 48
2025
Q2 		$1.6M Sell
8,180
-4,540
-36% -$659K 0.3% 37
2025
Q1 		$1.43M Sell
12,720
-3,200
-20% -$424K 0.28% 37
2024
Q4 		$1.71M Buy
15,920
+300
+2% +$29.3K 0.34% 36
2024
Q3 		$1.26M Sell
15,620
-2,940
-16% -$236K 0.28% 45
2024
Q2 		$1.54M Buy
18,560
+10,130
+120% +$817K 0.34% 44
2024
Q1 		$816K Sell
8,430
-34,900
-81% -$3.16M 0.2% 47
2023
Q4 		$3.61M Buy
43,330
+21,690
+100% +$1.52M 0.91% 22
2023
Q3 		$1.36M Buy
21,640
+2,530
+13% +$162K 0.34% 55
2023
Q2 		$1.25M Buy
19,110
+16,380
+600% +$978K 0.31% 56
2023
Q1 		$168K Hold
2,730
– – 0.04% 82
2022
Q4 		$123K Sell
2,730
-9,510
-78% -$470K 0.03% 83
2022
Q3 		$677K Sell
12,240
-5,160
-30% -$306K 0.16% 72
2022
Q2 		$761K Buy
17,400
+3,360
+24% +$242K 0.18% 75
2022
Q1 		$1.68M Buy
14,040
+10,755
+327% +$1.12M 0.6% 38
2021
Q4 		$432K Sell
3,285
-8,880
-73% -$1.49M 0.09% 90
2021
Q3 		$1.37M Sell
12,165
-16,000
-57% -$1.91M 0.41% 56
2021
Q2 		$2.98M Buy
28,165
+25,340
+897% +$2.1M 0.86% 25
2021
Q1 		$198K Buy
2,825
+650
+30% +$50.1K 0.07% 107
2020
Q4 		$165K Sell
2,175
-4,955
-69% -$325K 0.05% 119
2020
Q3 		$293K Buy
7,130
+220
+3% +$8.42K 0.09% 102
2020
Q2 		$248K Buy
+6,910
New +$193K 0.07% 98

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

Pier 88 Investment Partners's NET Position: Q1 2026 in Review

Pier 88 Investment Partners reduced its Cloudflare (NET) stake by 61% in Q1 2026, selling an estimated $648K and leaving 2,200 shares worth $454K. The position accounts for 0.11% of the portfolio, ranked #77.

Pier 88 Investment Partners first reported a position in NET in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.61M in Q4 2023. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Pier 88 Investment Partners held 2,200 shares of Cloudflare worth $454K as of Q1 2026.
  • Pier 88 Investment Partners sold 3,397 Cloudflare shares in Q1 2026, an estimated $648K.
  • Cloudflare made up 0.11% of Pier 88 Investment Partners's portfolio in Q1 2026, its #77 holding.
  • Pier 88 Investment Partners first reported a position in Cloudflare in Q2 2020 and has held it in 24 quarters since.
  • Pier 88 Investment Partners's Cloudflare position peaked at $3.61M in Q4 2023.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Pier 88 Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.