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Broad Bay Capital Management’s Cloudflare NET Stock Holding History

Broad Bay 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 		$49.8M Sell
202,875
-101,525
-33% -$22.2M 4.65% 10
2026
Q1 		$62.8M Buy
+304,400
New +$58M 5.34% 5

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

Broad Bay Capital Management's NET Position: Q2 2026 in Review

Broad Bay Capital Management reduced its Cloudflare (NET) stake by 33% in Q2 2026, selling an estimated $22.2M and leaving 202,875 shares worth $49.8M. The position accounts for 4.65% of the portfolio, ranked #10.

Broad Bay Capital Management first reported a position in NET in Q1 2026 and has held it in 2 quarters since. The position peaked at $62.8M in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Broad Bay Capital Management held 202,875 shares of Cloudflare worth $49.8M as of Q2 2026.
  • Broad Bay Capital Management sold 101,525 Cloudflare shares in Q2 2026, an estimated $22.2M.
  • Cloudflare made up 4.65% of Broad Bay Capital Management's portfolio in Q2 2026, its #10 holding.
  • Broad Bay Capital Management first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
  • Broad Bay Capital Management's Cloudflare position peaked at $62.8M in Q1 2026.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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