QCM
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Qsemble Capital Management’s Cloudflare NET Stock Holding History

Qsemble 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 		$1.51M Buy
+7,296
New +$1.39M 0.12% 228
2025
Q4 		– Sell
-8,659
Closed -$1.86M – 578
2025
Q3 		$1.86M Buy
+8,659
New +$1.77M 0.18% 174
2025
Q2 		– Sell
-23,734
Closed -$2.67M – 535
2025
Q1 		$2.67M Buy
23,734
+21,821
+1,141% +$2.89M 0.28% 132
2024
Q4 		$206K Buy
+1,913
New +$187K 0.03% 364

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

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

Qsemble Capital Management opened a new position in Cloudflare (NET) in Q1 2026: 7,296 shares worth $1.51M. The stake represents 0.12% of the portfolio and ranks #228 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in NET as recently as Q3 2025.

Qsemble Capital Management first reported a position in NET in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.67M in Q1 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Qsemble Capital Management held 7,296 shares of Cloudflare worth $1.51M as of Q1 2026.
  • Cloudflare was a new Qsemble Capital Management position in Q1 2026.
  • Cloudflare made up 0.12% of Qsemble Capital Management's portfolio in Q1 2026, its #228 holding.
  • Qsemble Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 4 quarters since.
  • Qsemble Capital Management's Cloudflare position peaked at $2.67M in Q1 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.