Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Cloudflare NET Stock Holding History

Capital Fund Management (CFM)’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
2025
Q2 		– Sell
-274,107
Closed -$39.8M – 2464
2025
Q1 		$30.9M Sell
274,107
-40,680
-13% -$5.39M 0.09% 313
2024
Q4 		$33.9M Buy
314,787
+78,685
+33% +$7.69M 0.09% 314
2024
Q3 		$19.1M Sell
236,102
-121,928
-34% -$9.8M 0.05% 471
2024
Q2 		$29.7M Sell
358,030
-37,107
-9% -$2.99M 0.09% 310
2024
Q1 		$38.3M Buy
395,137
+175,175
+80% +$15.9M 0.11% 248
2023
Q4 		$18.3M Buy
+219,962
New +$15.4M 0.05% 502
2023
Q2 		– Sell
-95,916
Closed -$5.72M – 1821
2023
Q1 		$5.91M Buy
+95,916
New +$5.24M 0.03% 675
2022
Q4 		– Sell
-12,284
Closed -$608K – 1549
2022
Q3 		$679K Sell
12,284
-245,200
-95% -$14.6M 0.01% 1193
2022
Q2 		$11.3M Buy
257,484
+222,968
+646% +$16.1M 0.1% 278
2022
Q1 		$4.13M Sell
34,516
-46,879
-58% -$4.89M 0.03% 652
2021
Q4 		$10.7M Buy
81,395
+29,278
+56% +$4.91M 0.08% 352
2021
Q3 		$5.87M Sell
52,117
-71,425
-58% -$8.53M 0.04% 534
2021
Q2 		$13.1M Buy
+123,542
New +$10.2M 0.1% 251

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s NET Position: Q2 2025 in Review

Capital Fund Management (CFM) sold out of Cloudflare (NET) in Q2 2025, closing a stake of 274,107 shares — an estimated $39.8M sold.

Capital Fund Management (CFM) first reported a position in NET in Q2 2021 and held it in 13 quarters. The position peaked at $38.3M in Q1 2024. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

  • Capital Fund Management (CFM) reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 274,107 Cloudflare shares in Q2 2025, an estimated $39.8M.
  • Capital Fund Management (CFM) first reported a position in Cloudflare in Q2 2021 and held it in 13 quarters.
  • Capital Fund Management (CFM)'s Cloudflare position peaked at $38.3M in Q1 2024.
  • 946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2025, filed 13 Aug 2025.