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Triasima Portfolio Management’s Cloudflare NET Stock Holding History

Triasima Portfolio 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
Q1 		– Sell
-12,052
Closed -$2.38M – 154
2025
Q4 		$2.38M Sell
12,052
-5,175
-30% -$1.09M 0.36% 77
2025
Q3 		$3.7M Buy
+17,227
New +$3.52M 0.56% 60
2022
Q1 		– Sell
-11,400
Closed -$1.5M – 175
2021
Q4 		$1.5M Sell
11,400
-6,670
-37% -$1.12M 0.07% 102
2021
Q3 		$2.04M Buy
18,070
+85
+0.5% +$10.2K 0.11% 96
2021
Q2 		$1.9M Buy
17,985
+50
+0.3% +$4.14K 0.09% 98
2021
Q1 		$1.26M Hold
17,935
– – 0.06% 118
2020
Q4 		$1.36M Buy
+17,935
New +$1.18M 0.08% 98

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Triasima Portfolio Management's NET Position: Q1 2026 in Review

Triasima Portfolio Management sold out of Cloudflare (NET) in Q1 2026, closing a stake of 12,052 shares — an estimated $2.38M sold.

Triasima Portfolio Management first reported a position in NET in Q4 2020 and held it in 7 quarters. The position peaked at $3.7M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Triasima Portfolio Management reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Triasima Portfolio Management sold 12,052 Cloudflare shares in Q1 2026, an estimated $2.38M.
  • Triasima Portfolio Management first reported a position in Cloudflare in Q4 2020 and held it in 7 quarters.
  • Triasima Portfolio Management's Cloudflare position peaked at $3.7M in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Triasima Portfolio Management's 13F filing for Q1 2026, filed 24 Apr 2026.