RMCM
NET icon

Reynders McVeigh Capital Management’s Cloudflare NET Stock Holding History

Reynders McVeigh 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 		$30M Sell
145,410
-3,497
-2% -$667K 1.51% 25
2025
Q4 		$29.4M Buy
148,907
+121
+0.1% +$25.6K 1.38% 24
2025
Q3 		$31.9M Sell
148,786
-8,092
-5% -$1.65M 1.5% 23
2025
Q2 		$30.7M Sell
156,878
-1,004
-0.6% -$146K 1.53% 24
2025
Q1 		$17.8M Sell
157,882
-745
-0.5% -$98.8K 0.99% 36
2024
Q4 		$17.1M Buy
158,627
+6,981
+5% +$682K 0.9% 37
2024
Q3 		$12.3M Buy
151,646
+4,968
+3% +$399K 0.65% 41
2024
Q2 		$12.1M Buy
146,678
+17,924
+14% +$1.45M 0.69% 40
2024
Q1 		$12.5M Buy
128,754
+32,199
+33% +$2.92M 0.72% 42
2023
Q4 		$8.04M Buy
96,555
+47,597
+97% +$3.33M 0.51% 42
2023
Q3 		$3.09M Buy
48,958
+34,974
+250% +$2.24M 0.21% 63
2023
Q2 		$914K Buy
+13,984
New +$835K 0.06% 100

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

Reynders McVeigh Capital Management's NET Position: Q1 2026 in Review

Reynders McVeigh Capital Management reduced its Cloudflare (NET) stake by 2.3% in Q1 2026, selling an estimated $667K and leaving 145,410 shares worth $30M. The position accounts for 1.51% of the portfolio, ranked #25.

Reynders McVeigh Capital Management first reported a position in NET in Q2 2023 and has held it in 12 quarters since. The position peaked at $31.9M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Reynders McVeigh Capital Management held 145,410 shares of Cloudflare worth $30M as of Q1 2026.
  • Reynders McVeigh Capital Management sold 3,497 Cloudflare shares in Q1 2026, an estimated $667K.
  • Cloudflare made up 1.51% of Reynders McVeigh Capital Management's portfolio in Q1 2026, its #25 holding.
  • Reynders McVeigh Capital Management first reported a position in Cloudflare in Q2 2023 and has held it in 12 quarters since.
  • Reynders McVeigh Capital Management's Cloudflare position peaked at $31.9M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Reynders McVeigh Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.