BPC
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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bearing Point Capital's NET Position: Q1 2026 in Review

Bearing Point Capital increased its Cloudflare (NET) stake by 1.4% in Q1 2026, buying an estimated $121K and bringing the position to 45,175 shares worth $9.32M. The position accounts for 1.46% of the portfolio, ranked #22.

Bearing Point Capital first reported a position in NET in Q4 2024 and has held it in 6 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Bearing Point Capital held 45,175 shares of Cloudflare worth $9.32M as of Q1 2026.
  • Bearing Point Capital bought 636 Cloudflare shares in Q1 2026, an estimated $121K.
  • Cloudflare made up 1.46% of Bearing Point Capital's portfolio in Q1 2026, its #22 holding.
  • Bearing Point Capital first reported a position in Cloudflare in Q4 2024 and has held it in 6 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.