Soros Fund Management’s Cloudflare NET Stock Holding History

Soros Fund 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
2025 Q2	–	Sell	-300,000	Closed	-$33.8M	–	246
2025 Q1	$33.8M	Buy	+300,000	New	+$39.8M	0.5%	54
2024 Q1	–	Sell	-900,000	Closed	-$74.9M	–	242
2023 Q4	$74.9M	Buy	900,000 +200,000	+29%	+$14M	0.98%	37
2023 Q3	$44.1M	Buy	700,000 +500,000	+250%	+$32M	0.63%	44
2023 Q2	$13.1M	Hold	200,000	–	–	0.2%	99
2023 Q1	$12.3M	Sell	200,000 -200,000	-50%	-$10.9M	0.19%	106
2022 Q4	$18.1M	Buy	+400,000	New	+$19.8M	0.25%	93

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Soros Fund Management's NET Position: Q1 2026 in Review

Soros Fund Management opened a new position in Cloudflare (NET) in Q1 2026: 10,781 shares worth $2.22M. The stake represents 0.02% of the portfolio and ranks #206 among its holdings. This is a return to the name: Soros Fund Management previously reported a position in NET as recently as Q1 2025.

Soros Fund Management first reported a position in NET in Q1 2024 and has held it in 3 quarters since. The position peaked at $17.9M in Q1 2024. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Soros Fund Management held 10,781 shares of Cloudflare worth $2.22M as of Q1 2026.
Cloudflare was a new Soros Fund Management position in Q1 2026.
Cloudflare made up 0.02% of Soros Fund Management's portfolio in Q1 2026, its #206 holding.
Soros Fund Management first reported a position in Cloudflare in Q1 2024 and has held it in 3 quarters since.
Soros Fund Management's Cloudflare position peaked at $17.9M in Q1 2024.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Soros Fund Management's 13F filing for Q1 2026, filed 15 May 2026.