Simplify Asset Management’s Cloudflare NET Stock Holding History

Simplify Asset 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 Q2	$468K	Buy	1,906 +340	+22%	+$74.4K	0.01%	113
2026 Q1	$323K	Sell	1,566 -307	-16%	-$58.5K	0.01%	117
2025 Q4	$369K	Buy	1,873 +558	+42%	+$118K	0.01%	111
2025 Q3	$282K	Buy	+1,315	New	+$268K	0.01%	116
2023 Q2	–	Sell	-7,036	Closed	-$434K	–	132
2023 Q1	$434K	Buy	7,036 +2,467	+54%	+$135K	0.06%	88
2022 Q4	$207K	Sell	4,569 -55	-1%	-$2.72K	0.03%	72
2022 Q3	$256K	Sell	4,624 -3,612	-44%	-$215K	0.03%	70
2022 Q2	$360K	Sell	8,236 -4,668	-36%	-$336K	0.01%	52
2022 Q1	$1.54M	Sell	12,904 -1,396	-10%	-$146K	0.05%	25
2021 Q4	$1.88M	Buy	14,300 +5,560	+64%	+$932K	0.08%	13
2021 Q3	$985K	Sell	8,740 -260	-3%	-$31.1K	0.07%	13
2021 Q2	$952K	Buy	+9,000	New	+$745K	0.14%	13
2021 Q1	–	Sell	-688	Closed	-$52K	–	20
2020 Q4	$52K	Buy	+688	New	+$45.1K	0.05%	22

Other funds holding NET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CRB

Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Simplify Asset Management's NET Position: Q2 2026 in Review

Simplify Asset Management increased its Cloudflare (NET) stake by 22% in Q2 2026, buying an estimated $74.4K and bringing the position to 1,906 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #113.

Simplify Asset Management first reported a position in NET in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.88M in Q4 2021. 142 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Simplify Asset Management held 1,906 shares of Cloudflare worth $468K as of Q2 2026.
Simplify Asset Management bought 340 Cloudflare shares in Q2 2026, an estimated $74.4K.
Cloudflare made up 0.01% of Simplify Asset Management's portfolio in Q2 2026, its #113 holding.
Simplify Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 13 quarters since.
Simplify Asset Management's Cloudflare position peaked at $1.88M in Q4 2021.
142 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.