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Pingora Partners’s Cloudflare NET Stock Holding History

Pingora 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 		$103K Hold
500
– – 0.06% 97
2025
Q4 		$98.6K Hold
500
– – 0.06% 97
2025
Q3 		$107K Hold
500
– – 0.07% 93
2025
Q2 		$97.9K Hold
500
– – 0.07% 95
2025
Q1 		$56.3K Hold
500
– – 0.04% 108
2024
Q4 		$53.8K Hold
500
– – 0.04% 120
2024
Q3 		$40.4K Hold
500
– – 0.03% 146
2024
Q2 		$41.4K Hold
500
– – 0.03% 143
2024
Q1 		$48.4K Hold
500
– – 0.04% 139
2023
Q4 		$41.6K Buy
+500
New +$35K 0.04% 115

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

Pingora Partners's NET Position: Q1 2026 in Review

Pingora Partners held its Cloudflare (NET) position steady in Q1 2026 at 500 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #97.

Pingora Partners first reported a position in NET in Q4 2023 and has held it in 10 quarters since. The position peaked at $107K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Pingora Partners held 500 shares of Cloudflare worth $103K as of Q1 2026.
  • Pingora Partners left its Cloudflare share count unchanged in Q1 2026.
  • Cloudflare made up 0.06% of Pingora Partners's portfolio in Q1 2026, its #97 holding.
  • Pingora Partners first reported a position in Cloudflare in Q4 2023 and has held it in 10 quarters since.
  • Pingora Partners's Cloudflare position peaked at $107K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Pingora Partners's 13F filing for Q1 2026, filed 15 May 2026.