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
2026
Q1 		$5.34M Sell
25,900
-51,200
-66% -$9.76M 0.02% 863
2025
Q4 		$15.2M Sell
77,100
-83,900
-52% -$17.7M 0.04% 614
2025
Q3 		$34.5M Buy
161,000
+122,900
+323% +$25.1M 0.09% 303
2025
Q2 		$7.46M Sell
38,100
-2,200
-5% -$319K 0.02% 914
2025
Q1 		$4.54M Sell
40,300
-21,300
-35% -$2.82M 0.01% 1055
2024
Q4 		$6.63M Sell
61,600
-27,200
-31% -$2.66M 0.02% 951
2024
Q3 		$7.18M Sell
88,800
-54,100
-38% -$4.35M 0.02% 853
2024
Q2 		$11.8M Buy
142,900
+52,400
+58% +$4.23M 0.03% 608
2024
Q1 		$8.76M Buy
90,500
+7,900
+10% +$715K 0.03% 801
2023
Q4 		$6.88M Sell
82,600
-71,500
-46% -$5M 0.02% 948
2023
Q3 		$9.71M Buy
154,100
+36,100
+31% +$2.31M 0.03% 632
2023
Q2 		$7.71M Buy
118,000
+23,600
+25% +$1.41M 0.03% 666
2023
Q1 		$5.82M Sell
94,400
-16,100
-15% -$880K 0.03% 684
2022
Q4 		$5M Sell
110,500
-38,900
-26% -$1.92M 0.03% 617
2022
Q3 		$8.26M Sell
149,400
-53,000
-26% -$3.15M 0.06% 378
2022
Q2 		$8.86M Buy
202,400
+59,700
+42% +$4.3M 0.08% 344
2022
Q1 		$17.1M Sell
142,700
-11,700
-8% -$1.22M 0.14% 206
2021
Q4 		$20.3M Buy
154,400
+11,200
+8% +$1.88M 0.15% 193
2021
Q3 		$16.1M Buy
143,200
+129,500
+945% +$15.5M 0.12% 227
2021
Q2 		$1.45M Sell
13,700
-2,500
-15% -$207K 0.01% 1054
2021
Q1 		$1.14M Buy
+16,200
New +$1.25M 0.01% 936

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.