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Robeco Schweiz’s Cloudflare NET Stock Holding History

Robeco Schweiz’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 		– Sell
-5,900
Closed -$1.16M – 135
2025
Q4 		$1.16M Sell
5,900
-25,600
-81% -$5.42M 0.03% 124
2025
Q3 		$6.76M Sell
31,500
-6,900
-18% -$1.41M 0.15% 102
2025
Q2 		$7.52M Buy
38,400
+400
+1% +$58.1K 0.17% 98
2025
Q1 		$4.28M Hold
38,000
– – 0.11% 113
2024
Q4 		$4.09M Hold
38,000
– – 0.09% 108
2024
Q3 		$3.07M Buy
38,000
+14,300
+60% +$1.15M 0.06% 108
2024
Q2 		$1.96M Hold
23,700
– – 0.04% 113
2024
Q1 		$2.29M Buy
+23,700
New +$2.15M 0.04% 115

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Robeco Schweiz's NET Position: Q1 2026 in Review

Robeco Schweiz sold out of Cloudflare (NET) in Q1 2026, closing a stake of 5,900 shares — an estimated $1.16M sold.

Robeco Schweiz first reported a position in NET in Q1 2024 and held it in 8 quarters. The position peaked at $7.52M in Q2 2025. 1,137 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Robeco Schweiz reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Robeco Schweiz sold 5,900 Cloudflare shares in Q1 2026, an estimated $1.16M.
  • Robeco Schweiz first reported a position in Cloudflare in Q1 2024 and held it in 8 quarters.
  • Robeco Schweiz's Cloudflare position peaked at $7.52M in Q2 2025.
  • 1,137 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Robeco Schweiz's 13F filing for Q1 2026, filed 7 May 2026.