VMS Asset Management’s Cloudflare NET Stock Holding History

VMS Asset 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	–	Sell	-29,060	Closed	-$5.73M	–	42
2025 Q4	$5.73M	Buy	+29,060	New	+$6.15M	2.21%	20

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

VMS Asset Management's NET Position: Q1 2026 in Review

VMS Asset Management sold out of Cloudflare (NET) in Q1 2026, closing a stake of 29,060 shares — an estimated $5.73M sold.

VMS Asset Management first reported a position in NET in Q4 2025 and held it in 1 quarter. The position peaked at $5.73M in Q4 2025. 1,137 funds tracked by Wall St. Rank hold NET as of Q1 2026.

VMS Asset Management reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
VMS Asset Management sold 29,060 Cloudflare shares in Q1 2026, an estimated $5.73M.
VMS Asset Management first reported a position in Cloudflare in Q4 2025 and held it in 1 quarter.
VMS Asset Management's Cloudflare position peaked at $5.73M in Q4 2025.
1,137 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on VMS Asset Management's 13F filing for Q1 2026, filed 14 May 2026.