CIAM
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Caitong International Asset Management’s Cloudflare NET Stock Holding History

Caitong International Asset 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 		$682K Sell
2,781
-2,547
-48% -$557K 0.09% 183
2026
Q1 		$1.1M Buy
+5,328
New +$1.02M 0.2% 107
2025
Q2 		– Sell
-703
Closed -$79.2K – 2308
2025
Q1 		$79.2K Buy
+703
New +$93.2K 0.06% 352

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

Caitong International Asset Management's NET Position: Q2 2026 in Review

Caitong International Asset Management reduced its Cloudflare (NET) stake by 48% in Q2 2026, selling an estimated $557K and leaving 2,781 shares worth $682K. The position accounts for 0.09% of the portfolio, ranked #183.

Caitong International Asset Management first reported a position in NET in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q1 2026. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Caitong International Asset Management held 2,781 shares of Cloudflare worth $682K as of Q2 2026.
  • Caitong International Asset Management sold 2,547 Cloudflare shares in Q2 2026, an estimated $557K.
  • Cloudflare made up 0.09% of Caitong International Asset Management's portfolio in Q2 2026, its #183 holding.
  • Caitong International Asset Management first reported a position in Cloudflare in Q1 2025 and has held it in 3 quarters since.
  • Caitong International Asset Management's Cloudflare position peaked at $1.1M in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.