TCW Group’s Cloudflare NET Stock Holding History

TCW Group’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	$1.31M	Buy	5,345 +226	+4%	+$49.4K	0.01%	341
2026 Q1	$1.06M	Buy	5,119 +247	+5%	+$47.1K	0.01%	360
2025 Q4	$961K	Buy	+4,872	New	+$1.03M	0.01%	365

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCW Group's NET Position: Q2 2026 in Review

TCW Group increased its Cloudflare (NET) stake by 4.4% in Q2 2026, buying an estimated $49.4K and bringing the position to 5,345 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #341.

TCW Group first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

TCW Group held 5,345 shares of Cloudflare worth $1.31M as of Q2 2026.
TCW Group bought 226 Cloudflare shares in Q2 2026, an estimated $49.4K.
Cloudflare made up 0.01% of TCW Group's portfolio in Q2 2026, its #341 holding.
TCW Group first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.