T
NET icon

TOBAM’s Cloudflare NET Stock Holding History

TOBAM’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 		$50K Buy
+202
New +$44.2K 0.01% 234
2025
Q1 		– Sell
-525
Closed -$57K – 310
2024
Q4 		$57K Sell
525
-406
-44% -$39.7K 0.02% 284
2024
Q3 		$75K Buy
+931
New +$74.8K 0.01% 288
2023
Q4 		– Sell
-1,619
Closed -$102K – 394
2023
Q3 		$102K Buy
1,619
+523
+48% +$33.5K 0.01% 277
2023
Q2 		$72K Buy
+1,096
New +$65.4K 0.01% 326
2022
Q3 		– Sell
-5,752
Closed -$252K – 463
2022
Q2 		$252K Sell
5,752
-813
-12% -$58.5K 0.02% 219
2022
Q1 		$786K Sell
6,565
-142,650
-96% -$14.9M 0.04% 154
2021
Q4 		$19.6M Sell
149,215
-127,879
-46% -$21.4M 0.88% 45
2021
Q3 		$31.2M Sell
277,094
-80,307
-22% -$9.59M 1.32% 29
2021
Q2 		$37.8M Sell
357,401
-95,245
-21% -$7.88M 1.51% 24
2021
Q1 		$31.8M Buy
452,646
+265,727
+142% +$20.5M 1.35% 28
2020
Q4 		$14.2M Buy
+186,919
New +$12.3M 0.63% 55

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TOBAM's NET Position: Q2 2026 in Review

TOBAM opened a new position in Cloudflare (NET) in Q2 2026: 202 shares worth $50K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings. This is a return to the name: TOBAM previously reported a position in NET as recently as Q4 2024.

TOBAM first reported a position in NET in Q4 2020 and has held it in 12 quarters since. The position peaked at $37.8M in Q2 2021. 1,222 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • TOBAM held 202 shares of Cloudflare worth $50K as of Q2 2026.
  • Cloudflare was a new TOBAM position in Q2 2026.
  • Cloudflare made up 0.01% of TOBAM's portfolio in Q2 2026, its #234 holding.
  • TOBAM first reported a position in Cloudflare in Q4 2020 and has held it in 12 quarters since.
  • TOBAM's Cloudflare position peaked at $37.8M in Q2 2021.
  • 1,222 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.