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Ardsley Advisory Partners’s Cloudflare NET Stock Holding History

Ardsley Advisory 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 		– Sell
-10,800
Closed -$2.23M – 192
2026
Q1 		$2.23M Buy
+10,800
New +$2.06M 0.28% 86
2025
Q1 		– Sell
-20,000
Closed -$2.14M – 182
2024
Q4 		$2.14M Buy
+20,000
New +$1.95M 0.34% 89
2024
Q2 		– Sell
-16,250
Closed -$1.57M – 168
2024
Q1 		$1.57M Buy
+16,250
New +$1.47M 0.23% 79

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

Ardsley Advisory Partners's NET Position: Q2 2026 in Review

Ardsley Advisory Partners sold out of Cloudflare (NET) in Q2 2026, closing a stake of 10,800 shares — an estimated $2.23M sold.

Ardsley Advisory Partners first reported a position in NET in Q1 2024 and held it in 3 quarters. The position peaked at $2.23M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Ardsley Advisory Partners reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Ardsley Advisory Partners sold 10,800 Cloudflare shares in Q2 2026, an estimated $2.23M.
  • Ardsley Advisory Partners first reported a position in Cloudflare in Q1 2024 and held it in 3 quarters.
  • Ardsley Advisory Partners's Cloudflare position peaked at $2.23M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.