SEC 13F Intelligence

Penserra Capital Management LLC / NET

Penserra Capital Management LLC’s Cloudflare Inc Position

Does Penserra Capital Management LLC own Cloudflare Inc (NET)? Yes — 728.6K shares worth $150M (+1.76% of its 13F portfolio) as of Q1 2026, up from 715.4K shares the prior filed quarter.

Position Value
$150M
Q1 2026
Shares
728.6K
% of Portfolio
+1.76%
Quarters Held
22
currently held

Position History NET

Reported value by quarter
Q3 ’20: $90,000Q3 ’20Q4 ’20: $365,000Q2 ’21: $7MQ3 ’21: $7MQ3 ’21Q4 ’21: $635,000Q1 ’22: $750,000Q2 ’22: $314,000Q2 ’22Q3 ’22: $313,000Q4 ’22: $237,000Q1 ’23: $79,000Q1 ’23Q2 ’23: $593,000Q3 ’23: $93,000Q4 ’23: $2MQ4 ’23Q1 ’24: $81MQ2 ’24: $80MQ3 ’24: $69MQ3 ’24Q4 ’24: $82MQ1 ’25: $76MQ2 ’25: $146MQ2 ’25Q3 ’25: $145MQ4 ’25: $141MQ1 ’26: $150MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026728.6K$150M+1.76%
Q4 2025715.4K$141M+1.68%
Q3 2025674.8K$145M+1.73%
Q2 2025748.1K$146M+2.04%
Q1 2025671.1K$76M+1.35%
Q4 2024763.1K$82M+1.50%
Q3 2024854.5K$69M+1.50%
Q2 2024969.3K$80M+1.02%
Q1 2024835.6K$81M+1.02%
Q4 202321.8K$2M+0.03%
Q3 20231.5K$93,0000.00%
Q2 20239.1K$593,000+0.01%
Q1 20231.3K$79,0000.00%
Q4 20225.3K$237,000+0.01%
Q3 20225.7K$313,000+0.01%
Q2 20227.2K$314,000+0.01%
Q1 20226.3K$750,000+0.02%
Q4 20214.8K$635,000+0.01%
Q3 202165.7K$7M+0.15%
Q2 202169.1K$7M+0.13%
Q4 20204.8K$365,000+0.01%
Q3 20202.2K$90,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Penserra Capital Management LLC’s full portfolio or all institutional holders of NET.