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
Q2 		$9.81M 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 +$9.52M 7.04% 3

Other funds holding NET

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Capelight Capital Asset Management's NET Position: Q2 2026 in Review

Capelight Capital Asset Management held its Cloudflare (NET) position steady in Q2 2026 at 40,000 shares worth $9.81M. The position accounts for 4.71% of the portfolio, ranked #6.

Capelight Capital Asset Management first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Capelight Capital Asset Management held 40,000 shares of Cloudflare worth $9.81M as of Q2 2026.
  • Capelight Capital Asset Management left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 4.71% of Capelight Capital Asset Management's portfolio in Q2 2026, its #6 holding.
  • Capelight Capital Asset Management first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Capelight Capital Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.