Towarzystwo Funduszy Inwestycyjnych PZU SA’s Cloudflare NET Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$1.5M	Sell	6,101 -3,130	-34%	-$685K	0.42%	38
2026 Q1	$1.9M	Buy	9,231 +131	+1%	+$25K	0.64%	24
2025 Q4	$1.79M	Buy	9,100 +3,755	+70%	+$794K	0.45%	32
2025 Q3	$1.15M	Sell	5,345 -14,305	-73%	-$2.92M	0.27%	49
2025 Q2	$3.85M	Sell	19,650 -1,320	-6%	-$192K	1.08%	18
2025 Q1	$2.36M	Buy	20,970 +16,900	+415%	+$2.24M	0.81%	23
2024 Q4	$438K	Sell	4,070 -4,805	-54%	-$469K	0.14%	62
2024 Q3	$718K	Sell	8,875 -61,455	-87%	-$4.94M	0.26%	42
2024 Q2	$5.83M	Buy	70,330 +23,310	+50%	+$1.88M	2.17%	12
2024 Q1	$4.55M	Buy	47,020 +43,140	+1,112%	+$3.91M	1.93%	11
2023 Q4	$323K	Buy	+3,880	New	+$271K	0.15%	62

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's NET Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its Cloudflare (NET) stake by 34% in Q2 2026, selling an estimated $685K and leaving 6,101 shares worth $1.5M. The position accounts for 0.42% of the portfolio, ranked #38.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in NET in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.83M in Q2 2024. 834 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 6,101 shares of Cloudflare worth $1.5M as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 3,130 Cloudflare shares in Q2 2026, an estimated $685K.
Cloudflare made up 0.42% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #38 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Cloudflare in Q4 2023 and has held it in 11 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Cloudflare position peaked at $5.83M in Q2 2024.
834 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.