UIM
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USS Investment Management’s Cloudflare NET Stock Holding History

USS Investment 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 		$61.2M Buy
296,322
+242,668
+452% +$46.3M 0.24% 51
2025
Q4 		$10.6M Sell
53,654
-84
-0.2% -$17.8K 0.05% 213
2025
Q3 		$11.5M Sell
53,738
-62
-0.1% -$12.7K 0.05% 198
2025
Q2 		$10.5M Sell
53,800
-367
-0.7% -$53.3K 0.06% 201
2025
Q1 		$6.1M Sell
54,167
-54
-0.1% -$7.16K 0.04% 287
2024
Q4 		$5.84M Sell
54,221
-6,209
-10% -$607K 0.04% 341
2024
Q3 		$4.89M Buy
60,430
+140
+0.2% +$11.3K 0.04% 407
2024
Q2 		$5M Buy
60,290
+169
+0.3% +$13.6K 0.04% 380
2024
Q1 		$5.82M Buy
60,121
+4,930
+9% +$446K 0.05% 341
2023
Q4 		$4.59M Hold
55,191
– – 0.04% 397
2023
Q3 		$3.48M Buy
55,191
+1,818
+3% +$116K 0.04% 434
2023
Q2 		$3.49M Buy
53,373
+1,986
+4% +$119K 0.04% 429
2023
Q1 		$3.17M Buy
51,387
+5,732
+13% +$313K 0.04% 432
2022
Q4 		$2.06M Hold
45,655
– – 0.03% 492
2022
Q3 		$2.52M Sell
45,655
-11,150
-20% -$662K 0.04% 450
2022
Q2 		$2.48M Sell
56,805
-4,022
-7% -$290K 0.02% 524
2022
Q1 		$7.28M Buy
60,827
+11,075
+22% +$1.15M 0.06% 338
2021
Q4 		$6.54M Hold
49,752
– – 0.05% 377
2021
Q3 		$5.6M Buy
49,752
+6,714
+16% +$802K 0.05% 393
2021
Q2 		$4.55M Hold
43,038
– – 0.04% 277
2021
Q1 		$3.02M Buy
+43,038
New +$3.32M 0.03% 332

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 $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USS Investment Management's NET Position: Q1 2026 in Review

USS Investment Management increased its Cloudflare (NET) stake by 452% in Q1 2026, buying an estimated $46.3M and bringing the position to 296,322 shares worth $61.2M. The position accounts for 0.24% of the portfolio, ranked #51.

USS Investment Management first reported a position in NET in Q1 2021 and has held it in 21 quarters since. 1,134 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • USS Investment Management held 296,322 shares of Cloudflare worth $61.2M as of Q1 2026.
  • USS Investment Management bought 242,668 Cloudflare shares in Q1 2026, an estimated $46.3M.
  • Cloudflare made up 0.24% of USS Investment Management's portfolio in Q1 2026, its #51 holding.
  • USS Investment Management first reported a position in Cloudflare in Q1 2021 and has held it in 21 quarters since.
  • 1,134 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

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