Prelude Capital Management’s Cloudflare NET Stock Holding History

Prelude Capital 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 Q1	$802K	Buy	3,888 +80	+2%	+$15.3K	0.06%	354
2025 Q4	$751K	Sell	3,808 -549	-13%	-$116K	0.06%	392
2025 Q3	$935K	Sell	4,357 -1,086	-20%	-$222K	0.07%	318
2025 Q2	$1.07M	Sell	5,443 -1,182	-18%	-$172K	0.1%	242
2025 Q1	$747K	Buy	+6,625	New	+$878K	0.06%	386
2024 Q2	–	Sell	-2,125	Closed	-$206K	–	1399
2024 Q1	$206K	Sell	2,125 -7,110	-77%	-$644K	0.01%	1096
2023 Q4	$769K	Buy	+9,235	New	+$646K	0.05%	373
2023 Q3	–	Sell	-3,593	Closed	-$235K	–	1282
2023 Q2	$235K	Buy	+3,593	New	+$214K	0.02%	772
2023 Q1	–	Sell	-21,913	Closed	-$991K	–	1365
2022 Q4	$991K	Buy	+21,913	New	+$1.08M	0.05%	383
2022 Q1	–	Sell	-3,883	Closed	-$511K	–	2085
2021 Q4	$511K	Buy	+3,883	New	+$651K	0.01%	988
2021 Q3	–	Sell	-8,237	Closed	-$872K	–	1927
2021 Q2	$872K	Buy	+8,237	New	+$682K	0.03%	684
2020 Q2	–	Sell	-39,019	Closed	-$1.09M	–	2164
2020 Q1	$916K	Sell	39,019 -15,482	-28%	-$301K	0.06%	221
2019 Q4	$930K	Buy	+54,501	New	+$928K	0.04%	409

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prelude Capital Management's NET Position: Q1 2026 in Review

Prelude Capital Management increased its Cloudflare (NET) stake by 2.1% in Q1 2026, buying an estimated $15.3K and bringing the position to 3,888 shares worth $802K. The position accounts for 0.06% of the portfolio, ranked #354.

Prelude Capital Management first reported a position in NET in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.07M in Q2 2025. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Prelude Capital Management held 3,888 shares of Cloudflare worth $802K as of Q1 2026.
Prelude Capital Management bought 80 Cloudflare shares in Q1 2026, an estimated $15.3K.
Cloudflare made up 0.06% of Prelude Capital Management's portfolio in Q1 2026, its #354 holding.
Prelude Capital Management first reported a position in Cloudflare in Q4 2019 and has held it in 13 quarters since.
Prelude Capital Management's Cloudflare position peaked at $1.07M in Q2 2025.
1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.