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Bearing Point Capital’s Cloudflare NET Stock Holding History

Bearing Point 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
Q2 		$11.7M Buy
47,689
+2,514
+6% +$550K 1.58% 17
2026
Q1 		$9.32M Buy
45,175
+636
+1% +$121K 1.46% 22
2025
Q4 		$8.78M Buy
44,539
+4,469
+11% +$945K 1.37% 22
2025
Q3 		$8.6M Sell
40,070
-7
-0% -$1.43K 1.48% 17
2025
Q2 		$7.85M Buy
40,077
+2,853
+8% +$414K 1.44% 21
2025
Q1 		$4.19M Buy
37,224
+8,668
+30% +$1.15M 0.89% 44
2024
Q4 		$3.07M Buy
+28,556
New +$2.79M 0.64% 50

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

Bearing Point Capital's NET Position: Q2 2026 in Review

Bearing Point Capital increased its Cloudflare (NET) stake by 5.6% in Q2 2026, buying an estimated $550K and bringing the position to 47,689 shares worth $11.7M. The position accounts for 1.58% of the portfolio, ranked #17.

Bearing Point Capital first reported a position in NET in Q4 2024 and has held it in 7 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Bearing Point Capital held 47,689 shares of Cloudflare worth $11.7M as of Q2 2026.
  • Bearing Point Capital bought 2,514 Cloudflare shares in Q2 2026, an estimated $550K.
  • Cloudflare made up 1.58% of Bearing Point Capital's portfolio in Q2 2026, its #17 holding.
  • Bearing Point Capital first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.