Wells Fargo’s Cloudflare NET Stock Holding History

Wells Fargo’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	$67.1M	Hold	325,000	–	–	0.01%	802
2025 Q4	$64.1M	Hold	325,000	–	–	0.01%	804
2025 Q3	$69.7M	Sell	325,000 -10,800	-3%	-$2.2M	0.01%	757
2025 Q2	$65.8M	Buy	335,800 +214,200	+176%	+$31.1M	0.01%	734
2025 Q1	$13.7M	Buy	+121,600	New	+$16.1M	﹤0.01%	1618
2023 Q3	–	Sell	-15,200	Closed	-$994K	–	7648
2023 Q2	$994K	Buy	+15,200	New	+$907K	﹤0.01%	3485
2021 Q4	–	Sell	-10,000	Closed	-$1.13M	–	7615
2021 Q3	$1.13M	Buy	+10,000	New	+$1.19M	﹤0.01%	4145
2021 Q2	–	Sell	-72,200	Closed	-$5.07M	–	7255
2021 Q1	$5.07M	Buy	+72,200	New	+$5.56M	﹤0.01%	2837
2020 Q4	–	Sell	-125,000	Closed	-$356K	–	6829
2020 Q3	$356K	Buy	125,000 +94,700	+313%	+$3.63M	﹤0.01%	4600
2020 Q2	$131K	Sell	30,300 -79,700	-72%	-$2.23M	﹤0.01%	5094
2020 Q1	$459K	Buy	+110,000	New	+$2.14M	﹤0.01%	4102

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

Wells Fargo's NET Position: Q1 2026 in Review

Wells Fargo reduced its Cloudflare (NET) stake by 20% in Q1 2026, selling an estimated $30.1M and leaving 616,121 shares worth $127M. The position accounts for 0.02% of the portfolio, ranked #543.

Wells Fargo first reported a position in NET in Q3 2019 and has held it in 27 quarters since. The position peaked at $168M in Q3 2021. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Wells Fargo held 616,121 shares of Cloudflare worth $127M as of Q1 2026.
Wells Fargo sold 157,879 Cloudflare shares in Q1 2026, an estimated $30.1M.
Cloudflare made up 0.02% of Wells Fargo's portfolio in Q1 2026, its #543 holding.
Wells Fargo first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
Wells Fargo's Cloudflare position peaked at $168M in Q3 2021.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.