1CP
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1015 Capital Partners’s Cloudflare NET Stock Holding History

1015 Capital Partners’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
Q2 		$981 Hold
4
– – ﹤0.01% 456
2026
Q1 		$825 Sell
4
-1
-20% -$191 ﹤0.01% 458
2025
Q4 		$986 Buy
+5
New +$1.06K ﹤0.01% 442

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1015 Capital Partners's NET Position: Q2 2026 in Review

1015 Capital Partners held its Cloudflare (NET) position steady in Q2 2026 at 4 shares worth $981. The position accounts for ﹤0.01% of the portfolio, ranked #456.

1015 Capital Partners first reported a position in NET in Q4 2025 and has held it in 3 quarters since. The position peaked at $986 in Q4 2025. 1,214 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • 1015 Capital Partners held 4 shares of Cloudflare worth $981 as of Q2 2026.
  • 1015 Capital Partners left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up ﹤0.01% of 1015 Capital Partners's portfolio in Q2 2026, its #456 holding.
  • 1015 Capital Partners first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 1015 Capital Partners's Cloudflare position peaked at $986 in Q4 2025.
  • 1,214 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on 1015 Capital Partners's 13F filing for Q2 2026, filed 21 Jul 2026.