Bayesian Capital Management’s Cloudflare NET Stock Holding History

Bayesian 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	$355K	Buy	+1,449	New	+$317K	0.23%	129
2025 Q2	–	Sell	-15,884	Closed	-$1.79M	–	763
2025 Q1	$1.79M	Buy	+15,884	New	+$2.11M	0.3%	90
2024 Q4	–	Sell	-35,184	Closed	-$2.85M	–	882
2024 Q3	$2.85M	Buy	+35,184	New	+$2.83M	0.33%	77
2024 Q2	–	Sell	-57,883	Closed	-$5.6M	–	975
2024 Q1	$5.6M	Buy	+57,883	New	+$5.24M	0.54%	38
2023 Q2	–	Sell	-3,361	Closed	-$207K	–	975
2023 Q1	$207K	Sell	3,361 -32,300	-91%	-$1.77M	0.03%	608
2022 Q4	$1.61M	Buy	+35,661	New	+$1.76M	0.24%	93
2022 Q1	–	Sell	-2,400	Closed	-$316K	–	871
2021 Q4	$316K	Buy	+2,400	New	+$402K	0.1%	246
2021 Q2	–	Sell	-7,300	Closed	-$513K	–	565
2021 Q1	$513K	Buy	+7,300	New	+$563K	0.12%	227
2020 Q3	–	Sell	-7,802	Closed	-$280K	–	637
2020 Q2	$280K	Buy	+7,802	New	+$218K	0.06%	363

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

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

Bayesian Capital Management opened a new position in Cloudflare (NET) in Q2 2026: 1,449 shares worth $355K. The stake represents 0.23% of the portfolio and ranks #129 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in NET as recently as Q1 2025.

Bayesian Capital Management first reported a position in NET in Q2 2020 and has held it in 9 quarters since. The position peaked at $5.6M in Q1 2024. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Bayesian Capital Management held 1,449 shares of Cloudflare worth $355K as of Q2 2026.
Cloudflare was a new Bayesian Capital Management position in Q2 2026.
Cloudflare made up 0.23% of Bayesian Capital Management's portfolio in Q2 2026, its #129 holding.
Bayesian Capital Management first reported a position in Cloudflare in Q2 2020 and has held it in 9 quarters since.
Bayesian Capital Management's Cloudflare position peaked at $5.6M in Q1 2024.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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