12 West Capital Management’s Cloudflare NET Stock Holding History

12 West Capital 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 Q2	$25.8M	Hold	105,000	–	–	4.82%	11
2026 Q1	$21.7M	Sell	105,000 -60,000	-36%	-$11.4M	3.66%	11
2025 Q4	$32.5M	Hold	165,000	–	–	3.87%	8
2025 Q3	$35.4M	Hold	165,000	–	–	3.67%	9
2025 Q2	$32.3M	Hold	165,000	–	–	3.42%	9
2025 Q1	$18.6M	Hold	165,000	–	–	2.74%	12
2024 Q4	$17.8M	Hold	165,000	–	–	1.86%	12
2024 Q3	$13.3M	Hold	165,000	–	–	1.37%	15
2024 Q2	$13.7M	Hold	165,000	–	–	1.41%	15
2024 Q1	$16M	Hold	165,000	–	–	1.44%	17
2023 Q4	$13.7M	Hold	165,000	–	–	1.22%	16
2023 Q3	$10.4M	Hold	165,000	–	–	0.94%	19
2023 Q2	$10.8M	Hold	165,000	–	–	0.93%	19
2023 Q1	$10.2M	Hold	165,000	–	–	0.87%	20
2022 Q4	$7.46M	Hold	165,000	–	–	0.75%	16
2022 Q3	$9.13M	Hold	165,000	–	–	0.81%	19
2022 Q2	$7.22M	Hold	165,000	–	–	0.62%	22
2022 Q1	$19.8M	Hold	165,000	–	–	1.2%	15
2021 Q4	$21.7M	Sell	165,000 -188,200	-53%	-$31.5M	0.96%	15
2021 Q3	$39.8M	Hold	353,200	–	–	1.81%	12
2021 Q2	$37.4M	Hold	353,200	–	–	1.57%	11
2021 Q1	$24.8M	Hold	353,200	–	–	1.18%	12
2020 Q4	$26.8M	Hold	353,200	–	–	1.15%	11
2020 Q3	$14.5M	Hold	353,200	–	–	0.71%	14
2020 Q2	$12.7M	Buy	+353,200	New	+$9.87M	0.66%	14

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

12 West Capital Management's NET Position: Q2 2026 in Review

12 West Capital Management held its Cloudflare (NET) position steady in Q2 2026 at 105,000 shares worth $25.8M. The position accounts for 4.82% of the portfolio, ranked #11.

12 West Capital Management first reported a position in NET in Q2 2020 and has held it in 25 quarters since. The position peaked at $39.8M in Q3 2021. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

12 West Capital Management held 105,000 shares of Cloudflare worth $25.8M as of Q2 2026.
12 West Capital Management left its Cloudflare share count unchanged in Q2 2026.
Cloudflare made up 4.82% of 12 West Capital Management's portfolio in Q2 2026, its #11 holding.
12 West Capital Management first reported a position in Cloudflare in Q2 2020 and has held it in 25 quarters since.
12 West Capital Management's Cloudflare position peaked at $39.8M in Q3 2021.
1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on 12 West Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.