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Alight Capital Management’s Cloudflare NET Stock Holding History

Alight 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 		$2.45M Buy
10,000
+5,000
+100% +$1.09M 0.34% 77
2026
Q1 		$1.03M Buy
+5,000
New +$953K 0.25% 59
2025
Q1 		– Sell
-40,000
Closed -$4.31M – 63
2024
Q4 		$4.31M Buy
+40,000
New +$3.91M 1.41% 23
2024
Q2 		– Sell
-12,500
Closed -$1.21M – 69
2024
Q1 		$1.21M Sell
12,500
-27,500
-69% -$2.49M 0.38% 51
2023
Q4 		$3.33M Buy
+40,000
New +$2.8M 1.06% 39

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

Alight Capital Management's NET Position: Q2 2026 in Review

Alight Capital Management increased its Cloudflare (NET) stake by 100% in Q2 2026, buying an estimated $1.09M and bringing the position to 10,000 shares worth $2.45M. The position accounts for 0.34% of the portfolio, ranked #77.

Alight Capital Management first reported a position in NET in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.31M in Q4 2024. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Alight Capital Management held 10,000 shares of Cloudflare worth $2.45M as of Q2 2026.
  • Alight Capital Management bought 5,000 Cloudflare shares in Q2 2026, an estimated $1.09M.
  • Cloudflare made up 0.34% of Alight Capital Management's portfolio in Q2 2026, its #77 holding.
  • Alight Capital Management first reported a position in Cloudflare in Q4 2023 and has held it in 5 quarters since.
  • Alight Capital Management's Cloudflare position peaked at $4.31M in Q4 2024.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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