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
Q1 		$37.7M Sell
182,600
-81,600
-31% -$15.6M 0.01% 1924
2025
Q4 		$52.1M Buy
264,200
+189,400
+253% +$40.1M 0.01% 1585
2025
Q3 		$16.1M Buy
74,800
+10,400
+16% +$2.12M ﹤0.01% 2805
2025
Q2 		$12.6M Buy
64,400
+26,458
+70% +$3.84M ﹤0.01% 2846
2025
Q1 		$4.28M Buy
37,942
+15,542
+69% +$2.06M ﹤0.01% 3952
2024
Q4 		$2.41M Buy
22,400
+12,400
+124% +$1.21M ﹤0.01% 4550
2024
Q3 		$809K Sell
10,000
-17,500
-64% -$1.41M ﹤0.01% 4837
2024
Q2 		$2.28M Buy
27,500
+17,500
+175% +$1.41M ﹤0.01% 3635
2024
Q1 		$968K Sell
10,000
-91,600
-90% -$8.29M ﹤0.01% 4619
2023
Q4 		$8.46M Hold
101,600
– – ﹤0.01% 2243
2023
Q3 		$6.4M Buy
101,600
+3,600
+4% +$230K ﹤0.01% 2343
2023
Q2 		$6.41M Buy
98,000
+10,000
+11% +$597K ﹤0.01% 2343
2023
Q1 		$5.43M Sell
88,000
-85,000
-49% -$4.65M ﹤0.01% 2438
2022
Q4 		$7.82M Buy
173,000
+110,000
+175% +$5.44M ﹤0.01% 2102
2022
Q3 		$3.48M Buy
63,000
+35,000
+125% +$2.08M ﹤0.01% 2674
2022
Q2 		$1.23M Hold
28,000
– – ﹤0.01% 3562
2022
Q1 		$3.35M Sell
28,000
-8,000
-22% -$834K ﹤0.01% 2953
2021
Q4 		$4.73M Sell
36,000
-100
-0.3% -$16.8K ﹤0.01% 2881
2021
Q3 		$4.07M Buy
36,100
+100
+0.3% +$11.9K ﹤0.01% 2892
2021
Q2 		$3.81M Sell
36,000
-16,000
-31% -$1.32M ﹤0.01% 2961
2021
Q1 		$3.65M Sell
52,000
-48,000
-48% -$3.7M ﹤0.01% 2941
2020
Q4 		$7.6M Buy
+100,000
New +$6.56M ﹤0.01% 2075
2020
Q2 		– Sell
-30,000
Closed -$704K – 8215
2020
Q1 		$704K Buy
+30,000
New +$584K ﹤0.01% 3672

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's NET Position: Q1 2026 in Review

UBS Group increased its Cloudflare (NET) stake by 43% in Q1 2026, buying an estimated $71.6M and bringing the position to 1,258,398 shares worth $260M. The position accounts for 0.04% of the portfolio, ranked #489.

UBS Group first reported a position in NET in Q3 2019 and has held it in 27 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • UBS Group held 1,258,398 shares of Cloudflare worth $260M as of Q1 2026.
  • UBS Group bought 375,491 Cloudflare shares in Q1 2026, an estimated $71.6M.
  • Cloudflare made up 0.04% of UBS Group's portfolio in Q1 2026, its #489 holding.
  • UBS Group first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.