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 		$4.79M Sell
23,200
-46,200
-67% -$8.81M 0.02% 907
2025
Q4 		$13.7M Sell
69,400
-47,800
-41% -$10.1M 0.04% 667
2025
Q3 		$25.1M Buy
117,200
+60,500
+107% +$12.4M 0.07% 418
2025
Q2 		$11.1M Sell
56,700
-17,900
-24% -$2.6M 0.03% 697
2025
Q1 		$8.41M Buy
74,600
+14,600
+24% +$1.94M 0.02% 762
2024
Q4 		$6.46M Sell
60,000
-35,600
-37% -$3.48M 0.02% 964
2024
Q3 		$7.73M Sell
95,600
-15,500
-14% -$1.25M 0.02% 820
2024
Q2 		$9.2M Sell
111,100
-31,400
-22% -$2.53M 0.03% 707
2024
Q1 		$13.8M Buy
142,500
+78,200
+122% +$7.08M 0.04% 591
2023
Q4 		$5.35M Sell
64,300
-106,600
-62% -$7.46M 0.01% 1054
2023
Q3 		$10.8M Sell
170,900
-10,800
-6% -$691K 0.04% 579
2023
Q2 		$11.9M Buy
181,700
+51,300
+39% +$3.06M 0.05% 504
2023
Q1 		$8.04M Sell
130,400
-19,100
-13% -$1.04M 0.04% 558
2022
Q4 		$6.76M Sell
149,500
-57,100
-28% -$2.82M 0.05% 524
2022
Q3 		$11.4M Sell
206,600
-427,500
-67% -$25.4M 0.09% 294
2022
Q2 		$27.7M Buy
634,100
+389,000
+159% +$28M 0.25% 89
2022
Q1 		$29.3M Buy
245,100
+170,800
+230% +$17.8M 0.24% 95
2021
Q4 		$9.77M Sell
74,300
-10,500
-12% -$1.76M 0.07% 382
2021
Q3 		$9.55M Buy
84,800
+73,100
+625% +$8.73M 0.07% 365
2021
Q2 		$1.24M Sell
11,700
-14,400
-55% -$1.19M 0.01% 1103
2021
Q1 		$1.83M Buy
+26,100
New +$2.01M 0.02% 771

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.