Rockefeller Capital Management
NET icon

Rockefeller Capital Management’s Cloudflare NET Stock Holding History

Rockefeller 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 		$5.18M Sell
25,099
-472
-2% -$90K 0.01% 905
2025
Q4 		$5.04M Sell
25,571
-6,229
-20% -$1.32M 0.01% 877
2025
Q3 		$6.82M Sell
31,800
-49,274
-61% -$10.1M 0.01% 737
2025
Q2 		$15.9M Buy
81,074
+24,649
+44% +$3.58M 0.03% 458
2025
Q1 		$6.36M Buy
56,425
+4,054
+8% +$537K 0.02% 680
2024
Q4 		$5.64M Sell
52,371
-2,798
-5% -$273K 0.01% 690
2024
Q3 		$4.46M Sell
55,169
-2,508
-4% -$202K 0.01% 741
2024
Q2 		$4.78M Buy
57,677
+18,396
+47% +$1.48M 0.01% 697
2024
Q1 		$3.8M Buy
39,281
+23,262
+145% +$2.11M 0.01% 782
2023
Q4 		$1.33M Buy
16,019
+720
+5% +$50.4K ﹤0.01% 1054
2023
Q3 		$964K Sell
15,299
-9,787
-39% -$627K ﹤0.01% 1090
2023
Q2 		$1.53M Sell
25,086
-15,784
-39% -$942K 0.01% 942
2023
Q1 		$2.52M Buy
40,870
+5,699
+16% +$312K 0.01% 740
2022
Q4 		$1.59M Sell
35,171
-16,797
-32% -$831K 0.01% 842
2022
Q3 		$2.87M Buy
51,968
+1,288
+3% +$76.5K 0.01% 659
2022
Q2 		$2.21M Sell
50,680
-1,347
-3% -$97K 0.01% 737
2022
Q1 		$6.23M Sell
52,027
-2,970
-5% -$310K 0.03% 494
2021
Q4 		$7.23M Sell
54,997
-42,235
-43% -$7.08M 0.03% 435
2021
Q3 		$11M Sell
97,232
-74,313
-43% -$8.88M 0.06% 297
2021
Q2 		$18.2M Buy
171,545
+157,523
+1,123% +$13M 0.1% 222
2021
Q1 		$984K Sell
14,022
-87,299
-86% -$6.73M 0.01% 788
2020
Q4 		$7.7M Buy
101,321
+83,671
+474% +$5.49M 0.06% 252
2020
Q3 		$724K Buy
17,650
+2,805
+19% +$107K 0.01% 684
2020
Q2 		$534K Buy
+14,845
New +$415K 0.01% 679

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

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

Rockefeller Capital Management reduced its Cloudflare (NET) stake by 1.8% in Q1 2026, selling an estimated $90K and leaving 25,099 shares worth $5.18M. The position accounts for 0.01% of the portfolio, ranked #905.

Rockefeller Capital Management first reported a position in NET in Q2 2020 and has held it in 24 quarters since. The position peaked at $18.2M in Q2 2021. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Rockefeller Capital Management held 25,099 shares of Cloudflare worth $5.18M as of Q1 2026.
  • Rockefeller Capital Management sold 472 Cloudflare shares in Q1 2026, an estimated $90K.
  • Cloudflare made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #905 holding.
  • Rockefeller Capital Management first reported a position in Cloudflare in Q2 2020 and has held it in 24 quarters since.
  • Rockefeller Capital Management's Cloudflare position peaked at $18.2M in Q2 2021.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.