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Varma Mutual Pension Insurance Co’s Cloudflare NET Stock Holding History

Varma Mutual Pension Insurance Co’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 		$13M Sell
53,180
-5,300
-9% -$1.16M 0.07% 234
2026
Q1 		$12.1M Hold
58,480
– – 0.07% 222
2025
Q4 		$11.5M Sell
58,480
-1,420
-2% -$300K 0.07% 244
2025
Q3 		$12.9M Buy
59,900
+4,800
+9% +$980K 0.08% 202
2025
Q2 		$10.8M Buy
+55,100
New +$8M 0.08% 220

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Varma Mutual Pension Insurance Co's NET Position: Q2 2026 in Review

Varma Mutual Pension Insurance Co reduced its Cloudflare (NET) stake by 9.1% in Q2 2026, selling an estimated $1.16M and leaving 53,180 shares worth $13M. The position accounts for 0.07% of the portfolio, ranked #234.

Varma Mutual Pension Insurance Co first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Varma Mutual Pension Insurance Co held 53,180 shares of Cloudflare worth $13M as of Q2 2026.
  • Varma Mutual Pension Insurance Co sold 5,300 Cloudflare shares in Q2 2026, an estimated $1.16M.
  • Cloudflare made up 0.07% of Varma Mutual Pension Insurance Co's portfolio in Q2 2026, its #234 holding.
  • Varma Mutual Pension Insurance Co first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q2 2026, filed 12 Aug 2026.