BHC
NET icon

Bull Harbor Capital’s Cloudflare NET Stock Holding History

Bull Harbor 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 		$898K Buy
3,662
+1,641
+81% +$359K 0.18% 173
2026
Q1 		$417K Buy
+2,021
New +$385K 0.11% 274

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bull Harbor Capital's NET Position: Q2 2026 in Review

Bull Harbor Capital increased its Cloudflare (NET) stake by 81% in Q2 2026, buying an estimated $359K and bringing the position to 3,662 shares worth $898K. The position accounts for 0.18% of the portfolio, ranked #173.

Bull Harbor Capital first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Bull Harbor Capital held 3,662 shares of Cloudflare worth $898K as of Q2 2026.
  • Bull Harbor Capital bought 1,641 Cloudflare shares in Q2 2026, an estimated $359K.
  • Cloudflare made up 0.18% of Bull Harbor Capital's portfolio in Q2 2026, its #173 holding.
  • Bull Harbor Capital first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Bull Harbor Capital's 13F filing for Q2 2026, filed 10 Aug 2026.