PIM
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Plato Investment Management’s Cloudflare NET Stock Holding History

Plato Investment 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 		$1.5M Hold
6,147
– – 0.09% 213
2026
Q1 		$1.27M Hold
6,147
– – 0.09% 233
2025
Q4 		$1.22M Buy
6,147
+745
+14% +$158K 0.08% 238
2025
Q3 		$1.15M Buy
5,402
+341
+7% +$69.6K 0.08% 246
2025
Q2 		$987K Buy
5,061
+1,979
+64% +$287K 0.07% 258
2025
Q1 		$351K Sell
3,082
-1,608
-34% -$213K 0.03% 358
2024
Q4 		$507K Sell
4,690
-3,847
-45% -$376K 0.04% 335
2024
Q3 		$690K Hold
8,537
– – 0.06% 289
2024
Q2 		$707K Buy
8,537
+2,934
+52% +$237K 0.07% 246
2024
Q1 		$543K Buy
5,603
+5,041
+897% +$456K 0.06% 261
2023
Q4 		$46.8K Buy
+562
New +$39.3K 0.06% 234

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plato Investment Management's NET Position: Q2 2026 in Review

Plato Investment Management held its Cloudflare (NET) position steady in Q2 2026 at 6,147 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #213.

Plato Investment Management first reported a position in NET in Q4 2023 and has held it in 11 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Plato Investment Management held 6,147 shares of Cloudflare worth $1.5M as of Q2 2026.
  • Plato Investment Management left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 0.09% of Plato Investment Management's portfolio in Q2 2026, its #213 holding.
  • Plato Investment Management first reported a position in Cloudflare in Q4 2023 and has held it in 11 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.