UBS AM
NET icon

UBS AM’s Cloudflare NET Stock Holding History

UBS AM’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 		$593M Sell
2,418,577
-125,466
-5% -$27.4M 0.11% 154
2026
Q1 		$525M Buy
2,544,043
+80,201
+3% +$15.3M 0.11% 165
2025
Q4 		$486M Sell
2,463,842
-20,059
-0.8% -$4.24M 0.1% 160
2025
Q3 		$533M Sell
2,483,901
-358,895
-13% -$73.3M 0.12% 153
2025
Q2 		$557M Sell
2,842,796
-286,234
-9% -$41.6M 0.11% 175
2025
Q1 		$353M Buy
3,129,030
+786,063
+34% +$104M 0.09% 230
2024
Q4 		$252M Buy
2,342,967
+174,682
+8% +$17.1M 0.06% 312
2024
Q3 		$175M Sell
2,168,285
-20,118
-0.9% -$1.62M 0.05% 382
2024
Q2 		$181M Buy
2,188,403
+971,981
+80% +$78.4M 0.05% 324
2024
Q1 		$118M Buy
1,216,422
+51,797
+4% +$4.69M 0.04% 408
2023
Q4 		$97M Buy
1,164,625
+9,847
+0.9% +$689K 0.04% 446
2023
Q3 		$72.8M Buy
1,154,778
+188,914
+20% +$12.1M 0.03% 470
2023
Q2 		$59.6M Hold
965,864
– – 0.03% 507
2023
Q1 		$59.6M Buy
965,864
+60,644
+7% +$3.32M 0.03% 507
2022
Q4 		$40.9M Sell
905,220
-22,471
-2% -$1.11M 0.02% 599
2022
Q3 		$51.3M Sell
927,691
-2,088
-0.2% -$124K 0.03% 531
2022
Q2 		$40.7M Sell
929,779
-17,857
-2% -$1.29M 0.02% 588
2022
Q1 		$113M Buy
947,636
+54,824
+6% +$5.72M 0.05% 394
2021
Q4 		$117M Buy
892,812
+52,284
+6% +$8.76M 0.04% 416
2021
Q3 		$94.7M Buy
840,528
+51,768
+7% +$6.19M 0.04% 456
2021
Q2 		$83.5M Buy
788,760
+214,480
+37% +$17.8M 0.04% 482
2021
Q1 		$40.3M Buy
574,280
+133,229
+30% +$10.3M 0.02% 674
2020
Q4 		$33.5M Buy
441,051
+29,588
+7% +$1.94M 0.02% 717
2020
Q3 		$16.9M Sell
411,463
-126,291
-23% -$4.83M 0.01% 817
2020
Q2 		$19.3M Sell
537,754
-52,049
-9% -$1.45M 0.01% 751
2020
Q1 		$13.8M Sell
589,803
-100,344
-15% -$1.95M 0.01% 781
2019
Q4 		$11.8M Buy
690,147
+601,512
+679% +$10.2M 0.01% 897
2019
Q3 		$1.65M Buy
+88,635
New +$1.71M ﹤0.01% 1703

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

UBS AM's NET Position: Q2 2026 in Review

UBS AM reduced its Cloudflare (NET) stake by 4.9% in Q2 2026, selling an estimated $27.4M and leaving 2,418,577 shares worth $593M. The position accounts for 0.11% of the portfolio, ranked #154.

UBS AM first reported a position in NET in Q3 2019 and has held it in 28 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • UBS AM held 2,418,577 shares of Cloudflare worth $593M as of Q2 2026.
  • UBS AM sold 125,466 Cloudflare shares in Q2 2026, an estimated $27.4M.
  • Cloudflare made up 0.11% of UBS AM's portfolio in Q2 2026, its #154 holding.
  • UBS AM first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.