Titleist Asset Management’s Cloudflare NET Stock Holding History

Titleist 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
2026 Q2	$2.12M	Sell	8,626 -587	-6%	-$128K	0.14%	133
2026 Q1	$1.9M	Buy	9,213 +278	+3%	+$53K	0.14%	125
2025 Q4	$1.76M	Sell	8,935 -999	-10%	-$211K	0.14%	123
2025 Q3	$2.13M	Sell	9,934 -258	-3%	-$52.7K	0.19%	98
2025 Q2	$2M	Sell	10,192 -138	-1%	-$20K	0.2%	96
2025 Q1	$1.16M	Sell	10,330 -20,667	-67%	-$2.74M	0.13%	120
2024 Q4	$3.34M	Sell	30,997 -20,602	-40%	-$2.01M	0.38%	61
2024 Q3	$4.17M	Sell	51,599 -2,663	-5%	-$214K	0.6%	39
2024 Q2	$4.49M	Sell	54,262 -2,582	-5%	-$208K	0.68%	35
2024 Q1	$5.5M	Sell	56,844 -8	-0%	-$724	0.96%	28
2023 Q4	$4.73M	Sell	56,852 -968	-2%	-$67.7K	0.88%	26
2023 Q3	$3.64M	Buy	57,820 +1,023	+2%	+$65.5K	0.75%	30
2023 Q2	$3.71M	Sell	56,797 -246	-0.4%	-$14.7K	0.73%	30
2023 Q1	$3.52M	Buy	+57,043	New	+$3.12M	0.74%	30

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Titleist Asset Management's NET Position: Q2 2026 in Review

Titleist Asset Management reduced its Cloudflare (NET) stake by 6.4% in Q2 2026, selling an estimated $128K and leaving 8,626 shares worth $2.12M. The position accounts for 0.14% of the portfolio, ranked #133.

Titleist Asset Management first reported a position in NET in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.5M in Q1 2024. 289 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Titleist Asset Management held 8,626 shares of Cloudflare worth $2.12M as of Q2 2026.
Titleist Asset Management sold 587 Cloudflare shares in Q2 2026, an estimated $128K.
Cloudflare made up 0.14% of Titleist Asset Management's portfolio in Q2 2026, its #133 holding.
Titleist Asset Management first reported a position in Cloudflare in Q1 2023 and has held it in 14 quarters since.
Titleist Asset Management's Cloudflare position peaked at $5.5M in Q1 2024.
289 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.