SG Americas Securities
NET icon

SG Americas Securities’s Cloudflare NET Stock Holding History

SG Americas Securities’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 		$76.5M Buy
1,010,200
+400
+0% +$76.3K 0.08% 189
2025
Q4 		$69.7M Hold
1,009,800
– – 0.09% 168
2025
Q3 		$84M Buy
1,009,800
+9,800
+1% +$2M 0.28% 43
2025
Q2 		$70.5M Buy
1,000,000
+984,800
+6,479% +$143M 0.29% 45
2025
Q1 		$336K Sell
15,200
-24,400
-62% -$3.23M ﹤0.01% 2116
2024
Q4 		$357K Hold
39,600
– – ﹤0.01% 1640
2024
Q3 		$136K Buy
39,600
+15,200
+62% +$1.22M ﹤0.01% 2811
2024
Q2 		$92K Hold
24,400
– – ﹤0.01% 2570
2024
Q1 		$342K Buy
+24,400
New +$2.21M ﹤0.01% 1619

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

SG Americas Securities's NET Position: Q1 2026 in Review

SG Americas Securities reduced its Cloudflare (NET) stake by 36% in Q1 2026, selling an estimated $10.2M and leaving 96,718 shares worth $20M. The position accounts for 0.02% of the portfolio, ranked #542.

SG Americas Securities first reported a position in NET in Q3 2019 and has held it in 23 quarters since. The position peaked at $29.6M in Q4 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • SG Americas Securities held 96,718 shares of Cloudflare worth $20M as of Q1 2026.
  • SG Americas Securities sold 53,582 Cloudflare shares in Q1 2026, an estimated $10.2M.
  • Cloudflare made up 0.02% of SG Americas Securities's portfolio in Q1 2026, its #542 holding.
  • SG Americas Securities first reported a position in Cloudflare in Q3 2019 and has held it in 23 quarters since.
  • SG Americas Securities's Cloudflare position peaked at $29.6M in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.