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Capital Group Investment Management’s Cloudflare NET Stock Holding History

Capital Group Investment 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 		$8.9M Buy
36,270
+2,640
+8% +$578K 1.34% 20
2026
Q1 		$6.94M Buy
33,630
+2,947
+10% +$562K 1.19% 19
2025
Q4 		$6.05M Sell
30,683
-1,041
-3% -$220K 0.98% 26
2025
Q3 		$6.81M Sell
31,724
-1,571
-5% -$321K 1.14% 21
2025
Q2 		$6.52M Buy
33,295
+6,247
+23% +$907K 1.16% 20
2025
Q1 		$3.05M Sell
27,048
-710
-3% -$94.1K 0.62% 53
2024
Q4 		$2.99M Buy
27,758
+496
+2% +$48.5K 0.57% 52
2024
Q3 		$2.21M Buy
27,262
+2,082
+8% +$167K 0.44% 69
2024
Q2 		$2.09M Buy
25,180
+2,391
+10% +$193K 0.45% 68
2024
Q1 		$2.21M Buy
22,789
+5,760
+34% +$522K 0.4% 74
2023
Q4 		$1.42M Hold
17,029
– – 0.15% 128
2023
Q3 		$1.07M Hold
17,029
– – 0.07% 141
2023
Q2 		$1.11M Buy
17,029
+1,428
+9% +$85.2K 0.06% 144
2023
Q1 		$962K Sell
15,601
-612
-4% -$33.5K 0.05% 153
2022
Q4 		$733K Buy
+16,213
New +$802K 0.03% 169

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Group Investment Management's NET Position: Q2 2026 in Review

Capital Group Investment Management increased its Cloudflare (NET) stake by 7.9% in Q2 2026, buying an estimated $578K and bringing the position to 36,270 shares worth $8.9M. The position accounts for 1.34% of the portfolio, ranked #20.

Capital Group Investment Management first reported a position in NET in Q4 2022 and has held it in 15 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Capital Group Investment Management held 36,270 shares of Cloudflare worth $8.9M as of Q2 2026.
  • Capital Group Investment Management bought 2,640 Cloudflare shares in Q2 2026, an estimated $578K.
  • Cloudflare made up 1.34% of Capital Group Investment Management's portfolio in Q2 2026, its #20 holding.
  • Capital Group Investment Management first reported a position in Cloudflare in Q4 2022 and has held it in 15 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Capital Group Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.