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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
Q3 		$2.65M Sell
7,631
-995
-12% -$295K 0.17% 116
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
BFS
Burr Financial Services Pleasant Hill, California $164M AUM 63.8% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Titleist Asset Management's NET Position: Q3 2026 in Review

Titleist Asset Management reduced its Cloudflare (NET) stake by 12% in Q3 2026, selling an estimated $295K and leaving 7,631 shares worth $2.65M. The position accounts for 0.17% of the portfolio, ranked #116.

Titleist Asset Management first reported a position in NET in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.5M in Q1 2024. 35 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Titleist Asset Management held 7,631 shares of Cloudflare worth $2.65M as of Q3 2026.
  • Titleist Asset Management sold 995 Cloudflare shares in Q3 2026, an estimated $295K.
  • Cloudflare made up 0.17% of Titleist Asset Management's portfolio in Q3 2026, its #116 holding.
  • Titleist Asset Management first reported a position in Cloudflare in Q1 2023 and has held it in 15 quarters since.
  • Titleist Asset Management's Cloudflare position peaked at $5.5M in Q1 2024.
  • 35 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.