TI
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Tidal Investments’s Cloudflare NET Stock Holding History

Tidal Investments’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
Q1 		$26.8M Buy
130,030
+18,893
+17% +$3.6M 0.06% 296
2025
Q4 		$21.9M Buy
111,137
+46,378
+72% +$9.81M 0.05% 276
2025
Q3 		$13.9M Buy
64,759
+40,075
+162% +$8.18M 0.03% 379
2025
Q2 		$4.83M Buy
24,684
+11,261
+84% +$1.63M 0.03% 460
2025
Q1 		$1.51M Sell
13,423
-3,345
-20% -$443K 0.01% 811
2024
Q4 		$1.81M Sell
16,768
-6,470
-28% -$632K 0.01% 742
2024
Q3 		$1.88M Buy
23,238
+3,550
+18% +$285K 0.02% 679
2024
Q2 		$1.63M Buy
19,688
+6,336
+47% +$511K 0.02% 649
2024
Q1 		$1.29M Sell
13,352
-101
-0.8% -$9.14K 0.02% 763
2023
Q4 		$1.12M Buy
13,453
+2,237
+20% +$156K 0.03% 575
2023
Q3 		$707K Buy
11,216
+307
+3% +$19.7K 0.02% 678
2023
Q2 		$714K Buy
10,909
+5,280
+94% +$315K 0.02% 652
2023
Q1 		$347K Buy
+5,629
New +$308K 0.01% 939
2022
Q4 		– Sell
-6,611
Closed -$366K – 1172
2022
Q3 		$366K Buy
6,611
+589
+10% +$35K 0.02% 669
2022
Q2 		$263K Buy
6,022
+700
+13% +$50.4K 0.01% 838
2022
Q1 		$637K Buy
5,322
+1,915
+56% +$200K 0.02% 575
2021
Q4 		$448K Sell
3,407
-250
-7% -$41.9K 0.01% 649
2021
Q3 		$412K Buy
3,657
+1,249
+52% +$149K 0.02% 558
2021
Q2 		$255K Buy
+2,408
New +$199K 0.01% 631

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

Tidal Investments's NET Position: Q1 2026 in Review

Tidal Investments increased its Cloudflare (NET) stake by 17% in Q1 2026, buying an estimated $3.6M and bringing the position to 130,030 shares worth $26.8M. The position accounts for 0.06% of the portfolio, ranked #296.

Tidal Investments first reported a position in NET in Q2 2021 and has held it in 19 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Tidal Investments held 130,030 shares of Cloudflare worth $26.8M as of Q1 2026.
  • Tidal Investments bought 18,893 Cloudflare shares in Q1 2026, an estimated $3.6M.
  • Cloudflare made up 0.06% of Tidal Investments's portfolio in Q1 2026, its #296 holding.
  • Tidal Investments first reported a position in Cloudflare in Q2 2021 and has held it in 19 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.