AC
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AXQ Capital’s Cloudflare NET Stock Holding History

AXQ Capital’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
Q1 		– Sell
-10,068
Closed -$1.98M – 1178
2025
Q4 		$1.98M Buy
10,068
+7,305
+264% +$1.55M 0.45% 29
2025
Q3 		$593K Buy
2,763
+1,038
+60% +$212K 0.23% 149
2025
Q2 		$338K Sell
1,725
-376
-18% -$54.6K 0.11% 325
2025
Q1 		$237K Buy
+2,101
New +$279K 0.09% 356
2024
Q2 		– Sell
-17,500
Closed -$1.69M – 631
2024
Q1 		$1.69M Buy
+17,500
New +$1.58M 0.41% 42

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

AXQ Capital's NET Position: Q1 2026 in Review

AXQ Capital sold out of Cloudflare (NET) in Q1 2026, closing a stake of 10,068 shares — an estimated $1.98M sold.

AXQ Capital first reported a position in NET in Q1 2024 and held it in 5 quarters. The position peaked at $1.98M in Q4 2025. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • AXQ Capital reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • AXQ Capital sold 10,068 Cloudflare shares in Q1 2026, an estimated $1.98M.
  • AXQ Capital first reported a position in Cloudflare in Q1 2024 and held it in 5 quarters.
  • AXQ Capital's Cloudflare position peaked at $1.98M in Q4 2025.
  • 1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.