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
2023 Q2	–	Sell	-19,800	Closed	-$1.22M	–	131
2023 Q1	$1.22M	Sell	19,800 -38,000	-66%	-$2.08M	0.18%	56
2022 Q4	$2.61M	Buy	57,800 +23,100	+67%	+$1.14M	0.4%	22
2022 Q3	$1.92M	Hold	34,700	–	–	0.2%	30
2022 Q2	$1.52M	Sell	34,700 -1,800	-5%	-$130K	0.06%	27
2022 Q1	$4.37M	Buy	36,500 +20,800	+132%	+$2.17M	0.14%	18
2021 Q4	$2.06M	Sell	15,700 -22,200	-59%	-$3.72M	0.09%	11
2021 Q3	$4.27M	Sell	37,900 -45,600	-55%	-$5.45M	0.3%	8
2021 Q2	$8.84M	Buy	+83,500	New	+$6.91M	1.32%	6

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. 146 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.
146 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.