TownSquare Capital’s Cloudflare NET Stock Holding History

TownSquare Capital’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	$390K	Buy	+1,892	New	+$361K	0.09%	174
2025 Q4	–	Sell	-1,970	Closed	-$423K	–	319
2025 Q3	$423K	Sell	1,970 -595	-23%	-$121K	0.06%	236
2025 Q2	$502K	Sell	2,565 -23,772	-90%	-$3.45M	0.05%	340
2025 Q1	$2.97M	Sell	26,337 -10,465	-28%	-$1.39M	0.03%	482
2024 Q4	$3.96M	Sell	36,802 -5,118	-12%	-$500K	0.04%	374
2024 Q3	$3.39M	Buy	41,920 +1,267	+3%	+$102K	0.04%	402
2024 Q2	$3.37M	Buy	40,653 +257	+0.6%	+$20.7K	0.05%	357
2024 Q1	$3.91M	Buy	40,396 +102	+0.3%	+$9.24K	0.06%	306
2023 Q4	$3.35M	Sell	40,294 -2,676	-6%	-$187K	0.06%	316
2023 Q3	$2.71M	Buy	42,970 +24	+0.1%	+$1.54K	0.05%	330
2023 Q2	$2.81M	Buy	42,946 +2,113	+5%	+$126K	0.05%	314
2023 Q1	$2.52M	Sell	40,833 -54	-0.1%	-$2.95K	0.06%	286
2022 Q4	$1.85M	Buy	40,887 +131	+0.3%	+$6.48K	0.05%	325
2022 Q3	$2.25M	Buy	+40,756	New	+$2.42M	0.06%	251

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TownSquare Capital's NET Position: Q1 2026 in Review

TownSquare Capital opened a new position in Cloudflare (NET) in Q1 2026: 1,892 shares worth $390K. The stake represents 0.09% of the portfolio and ranks #174 among its holdings. This is a return to the name: TownSquare Capital previously reported a position in NET as recently as Q3 2025.

TownSquare Capital first reported a position in NET in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.96M in Q4 2024. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

TownSquare Capital held 1,892 shares of Cloudflare worth $390K as of Q1 2026.
Cloudflare was a new TownSquare Capital position in Q1 2026.
Cloudflare made up 0.09% of TownSquare Capital's portfolio in Q1 2026, its #174 holding.
TownSquare Capital first reported a position in Cloudflare in Q3 2022 and has held it in 14 quarters since.
TownSquare Capital's Cloudflare position peaked at $3.96M in Q4 2024.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on TownSquare Capital's 13F filing for Q1 2026, filed 13 May 2026.