WIM
NET icon

WIM Investment Management’s Cloudflare NET Stock Holding History

WIM 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 		$47M Hold
227,749
– – 13.93% 2
2025
Q4 		$44.9M Hold
227,749
– – 11.6% 2
2025
Q3 		$48.9M Sell
227,749
-9,500
-4% -$1.94M 12.43% 2
2025
Q2 		$46.5M Hold
237,249
– – 15.44% 3
2025
Q1 		$26.7M Hold
237,249
– – 11.16% 4
2024
Q4 		$25.5M Sell
237,249
-79,083
-25% -$7.73M 8.77% 5
2024
Q3 		$25.6M Buy
+316,332
New +$25.4M 10.76% 4

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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

WIM Investment Management held its Cloudflare (NET) position steady in Q1 2026 at 227,749 shares worth $47M. The position accounts for 13.93% of the portfolio, ranked #2.

WIM Investment Management first reported a position in NET in Q3 2024 and has held it in 7 quarters since. The position peaked at $48.9M in Q3 2025. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • WIM Investment Management held 227,749 shares of Cloudflare worth $47M as of Q1 2026.
  • WIM Investment Management left its Cloudflare share count unchanged in Q1 2026.
  • Cloudflare made up 13.93% of WIM Investment Management's portfolio in Q1 2026, its #2 holding.
  • WIM Investment Management first reported a position in Cloudflare in Q3 2024 and has held it in 7 quarters since.
  • WIM Investment Management's Cloudflare position peaked at $48.9M in Q3 2025.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on WIM Investment Management's 13F filing for Q1 2026, filed 12 May 2026.