CCAM
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Capelight Capital Asset Management’s Cloudflare NET Stock Holding History

Capelight Capital 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
Q3 		$13.9M Hold
40,000
– – 5.46% 3
2026
Q2 		$9.8M Hold
40,000
– – 4.71% 6
2026
Q1 		$8.25M Sell
40,000
-5,000
-11% -$953K 6.16% 5
2025
Q4 		$8.87M Buy
+45,000
New +$9.5M 7.04% 3

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capelight Capital Asset Management's NET Position: Q3 2026 in Review

Capelight Capital Asset Management held its Cloudflare (NET) position steady in Q3 2026 at 40,000 shares worth $13.9M. The position accounts for 5.46% of the portfolio, ranked #3.

Capelight Capital Asset Management first reported a position in NET in Q4 2025 and has held it in 4 quarters since. 1,150 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Capelight Capital Asset Management held 40,000 shares of Cloudflare worth $13.9M as of Q3 2026.
  • Capelight Capital Asset Management left its Cloudflare share count unchanged in Q3 2026.
  • Cloudflare made up 5.46% of Capelight Capital Asset Management's portfolio in Q3 2026, its #3 holding.
  • Capelight Capital Asset Management first reported a position in Cloudflare in Q4 2025 and has held it in 4 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Capelight Capital Asset Management's 13F filing for Q3 2026, filed 23 Oct 2026.