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 		$2.04M Sell
9,900
-256,800
-96% -$49M ﹤0.01% 4962
2025
Q4 		$52.6M Buy
266,700
+174,300
+189% +$36.9M 0.01% 1567
2025
Q3 		$19.8M Sell
92,400
-73,500
-44% -$15M ﹤0.01% 2579
2025
Q2 		$32.5M Hold
165,900
– – 0.01% 1899
2025
Q1 		$18.7M Sell
165,900
-88,500
-35% -$11.7M ﹤0.01% 2398
2024
Q4 		$27.4M Buy
254,400
+73,800
+41% +$7.21M 0.01% 1998
2024
Q3 		$14.6M Buy
180,600
+100,000
+124% +$8.04M ﹤0.01% 2069
2024
Q2 		$6.68M Sell
80,600
-229,400
-74% -$18.5M ﹤0.01% 2579
2024
Q1 		$30M Buy
310,000
+200,000
+182% +$18.1M 0.01% 1397
2023
Q4 		$9.16M Hold
110,000
– – ﹤0.01% 2174
2023
Q3 		$6.93M Sell
110,000
-40,000
-27% -$2.56M ﹤0.01% 2271
2023
Q2 		$9.81M Sell
150,000
-70,000
-32% -$4.18M ﹤0.01% 1976
2023
Q1 		$13.6M Buy
220,000
+120,000
+120% +$6.56M 0.01% 1671
2022
Q4 		$4.52M Sell
100,000
-5,000
-5% -$247K ﹤0.01% 2601
2022
Q3 		$5.81M Buy
105,000
+55,000
+110% +$3.27M ﹤0.01% 2225
2022
Q2 		$2.19M Hold
50,000
– – ﹤0.01% 3078
2022
Q1 		$5.99M Buy
+50,000
New +$5.21M ﹤0.01% 2365
2021
Q3 		– Sell
-100,000
Closed -$10.6M – 9886
2021
Q2 		$10.6M Hold
100,000
– – ﹤0.01% 1979
2021
Q1 		$7.03M Buy
+100,000
New +$7.71M ﹤0.01% 2279

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.