SFM
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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
2024
Q2 		– Sell
-1,500,000
Closed -$145M – 210
2024
Q1 		$145M Buy
1,500,000
+991,700
+195% +$89.8M 2.41% 6
2023
Q4 		$42.3M Buy
508,300
+8,300
+2% +$581K 0.55% 56
2023
Q3 		$31.5M Buy
500,000
+100,000
+25% +$6.4M 0.45% 59
2023
Q2 		$26.1M Buy
+400,000
New +$23.9M 0.41% 72

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

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.