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Cape Investment Advisory’s Cloudflare NET Stock Holding History

Cape Investment Advisory’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 		$33.1K Buy
+135
New +$29.5K 0.01% 601
2026
Q1 		– Sell
-109
Closed -$21.5K – 839
2025
Q4 		$21.5K Buy
109
+16
+17% +$3.38K 0.01% 596
2025
Q3 		$20K Buy
93
+14
+18% +$2.86K 0.02% 325
2025
Q2 		$15.5K Buy
79
+24
+44% +$3.48K 0.01% 558
2025
Q1 		$6.2K Sell
55
-20
-27% -$2.65K ﹤0.01% 699
2024
Q4 		$8.08K Buy
75
+5
+7% +$488 ﹤0.01% 628
2024
Q3 		$5.66K Hold
70
– – ﹤0.01% 678
2024
Q2 		$5.8K Buy
70
+20
+40% +$1.61K ﹤0.01% 634
2024
Q1 		$4.84K Sell
50
-48
-49% -$4.35K ﹤0.01% 654
2023
Q4 		$8.16K Buy
98
+48
+96% +$3.36K ﹤0.01% 709
2023
Q3 		$3.15K Hold
50
– – ﹤0.01% 736
2023
Q2 		$3.27K Hold
50
– – ﹤0.01% 725
2023
Q1 		$3.08K Buy
+50
New +$2.73K ﹤0.01% 765

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

Cape Investment Advisory's NET Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Cloudflare (NET) in Q2 2026: 135 shares worth $33.1K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NET as recently as Q4 2025.

Cape Investment Advisory first reported a position in NET in Q1 2023 and has held it in 13 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Cape Investment Advisory held 135 shares of Cloudflare worth $33.1K as of Q2 2026.
  • Cloudflare was a new Cape Investment Advisory position in Q2 2026.
  • Cloudflare made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #601 holding.
  • Cape Investment Advisory first reported a position in Cloudflare in Q1 2023 and has held it in 13 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.