UBS Group
NET icon

UBS Group’s Cloudflare NET Stock Holding History

UBS Group’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 		$235M Sell
957,879
-300,519
-24% -$65.7M 0.03% 577
2026
Q1 		$260M Buy
1,258,398
+375,491
+43% +$71.6M 0.04% 489
2025
Q4 		$174M Sell
882,907
-19,281
-2% -$4.08M 0.03% 653
2025
Q3 		$194M Sell
902,188
-421,112
-32% -$86M 0.03% 605
2025
Q2 		$259M Buy
1,323,300
+316,070
+31% +$45.9M 0.04% 427
2025
Q1 		$114M Sell
1,007,230
-1,010,363
-50% -$134M 0.02% 842
2024
Q4 		$217M Buy
2,017,593
+1,608,786
+394% +$157M 0.04% 464
2024
Q3 		$33.1M Buy
408,807
+11,705
+3% +$941K 0.01% 1442
2024
Q2 		$32.9M Buy
397,102
+19,931
+5% +$1.61M 0.01% 1317
2024
Q1 		$36.5M Buy
377,171
+152,219
+68% +$13.8M 0.01% 1246
2023
Q4 		$18.7M Buy
224,952
+113,646
+102% +$7.95M 0.01% 1626
2023
Q3 		$7.02M Sell
111,306
-66,671
-37% -$4.27M ﹤0.01% 2263
2023
Q2 		$11.6M Sell
177,977
-127,080
-42% -$7.58M ﹤0.01% 1857
2023
Q1 		$18.8M Buy
305,057
+89,014
+41% +$4.87M 0.01% 1440
2022
Q4 		$9.77M Sell
216,043
-137,214
-39% -$6.79M ﹤0.01% 1949
2022
Q3 		$19.5M Buy
353,257
+46,747
+15% +$2.78M 0.01% 1292
2022
Q2 		$13.4M Buy
306,510
+52,582
+21% +$3.79M 0.01% 1609
2022
Q1 		$30.4M Sell
253,928
-76,577
-23% -$7.98M 0.01% 1145
2021
Q4 		$43.5M Buy
330,505
+23,900
+8% +$4M 0.01% 1047
2021
Q3 		$34.5M Buy
306,605
+94,135
+44% +$11.2M 0.01% 1088
2021
Q2 		$22.5M Sell
212,470
-103,232
-33% -$8.55M 0.01% 1406
2021
Q1 		$22.2M Buy
315,702
+43,738
+16% +$3.37M 0.01% 1370
2020
Q4 		$20.7M Buy
271,964
+76,069
+39% +$4.99M 0.01% 1327
2020
Q3 		$8.04M Buy
195,895
+12,441
+7% +$476K ﹤0.01% 1802
2020
Q2 		$6.59M Buy
183,454
+121,007
+194% +$3.38M ﹤0.01% 1829
2020
Q1 		$1.47M Buy
62,447
+53,724
+616% +$1.04M ﹤0.01% 3045
2019
Q4 		$149K Buy
8,723
+5,367
+160% +$91.4K ﹤0.01% 5784
2019
Q3 		$63K Buy
+3,356
New +$64.9K ﹤0.01% 6053

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 Group's NET Position: Q2 2026 in Review

UBS Group reduced its Cloudflare (NET) stake by 24% in Q2 2026, selling an estimated $65.7M and leaving 957,879 shares worth $235M. The position accounts for 0.03% of the portfolio, ranked #577.

UBS Group first reported a position in NET in Q3 2019 and has held it in 28 quarters since. The position peaked at $260M in Q1 2026. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • UBS Group held 957,879 shares of Cloudflare worth $235M as of Q2 2026.
  • UBS Group sold 300,519 Cloudflare shares in Q2 2026, an estimated $65.7M.
  • Cloudflare made up 0.03% of UBS Group's portfolio in Q2 2026, its #577 holding.
  • UBS Group first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • UBS Group's Cloudflare position peaked at $260M in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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