Verition Fund Management’s Cloudflare NET Stock Holding History

Verition Fund 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	$2.97M	Sell	14,400 -31,900	-69%	-$6.08M	0.02%	811
2025 Q4	$9.13M	Sell	46,300 -17,500	-27%	-$3.7M	0.04%	513
2025 Q3	$13.7M	Buy	63,800 +10,000	+19%	+$2.04M	0.06%	355
2025 Q2	$10.5M	Buy	53,800 +15,600	+41%	+$2.26M	0.05%	500
2025 Q1	$4.3M	Buy	38,200 +13,100	+52%	+$1.74M	0.02%	957
2024 Q4	$2.7M	Buy	25,100 +3,500	+16%	+$342K	0.01%	1353
2024 Q3	$1.75M	Hold	21,600	–	–	0.01%	1506
2024 Q2	$1.79M	Buy	21,600 +18,700	+645%	+$1.51M	0.01%	1342
2024 Q1	$281K	Hold	2,900	–	–	﹤0.01%	2325
2023 Q4	$241K	Buy	+2,900	New	+$203K	﹤0.01%	1914

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Verition Fund Management's NET Position: Q1 2026 in Review

Verition Fund Management increased its Cloudflare (NET) stake by 91% in Q1 2026, buying an estimated $9.29M and bringing the position to 102,025 shares worth $21.1M. The position accounts for 0.14% of the portfolio, ranked #139.

Verition Fund Management first reported a position in NET in Q3 2019 and has held it in 22 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Verition Fund Management held 102,025 shares of Cloudflare worth $21.1M as of Q1 2026.
Verition Fund Management bought 48,733 Cloudflare shares in Q1 2026, an estimated $9.29M.
Cloudflare made up 0.14% of Verition Fund Management's portfolio in Q1 2026, its #139 holding.
Verition Fund Management first reported a position in Cloudflare in Q3 2019 and has held it in 22 quarters since.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.