Capital International Sarl’s Cloudflare NET Stock Holding History

Capital International Sarl’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	$75.7M	Buy	308,809 +29,857	+11%	+$6.53M	1.07%	26
2026 Q1	$57.6M	Buy	278,952 +32,747	+13%	+$6.24M	0.94%	26
2025 Q4	$48.5M	Buy	246,205 +442	+0.2%	+$93.5K	0.78%	34
2025 Q3	$52.7M	Buy	245,763 +3,727	+2%	+$761K	0.91%	28
2025 Q2	$47.4M	Buy	242,036 +53,175	+28%	+$7.72M	0.91%	24
2025 Q1	$21.3M	Buy	188,861 +1,277	+0.7%	+$169K	0.48%	60
2024 Q4	$20.2M	Buy	187,584 +14,206	+8%	+$1.39M	0.47%	60
2024 Q3	$14M	Buy	173,378 +35,377	+26%	+$2.84M	0.36%	77
2024 Q2	$11.4M	Buy	138,001 +17,416	+14%	+$1.41M	0.35%	78
2024 Q1	$11.7M	Buy	120,585 +32,231	+36%	+$2.92M	0.39%	72
2023 Q4	$7.36M	Buy	88,354 +9,633	+12%	+$674K	0.28%	96
2023 Q3	$4.96M	Buy	78,721 +5,066	+7%	+$324K	0.23%	111
2023 Q2	$4.81M	Buy	73,655 +11,079	+18%	+$661K	0.22%	123
2023 Q1	$3.86M	Buy	62,576 +12,936	+26%	+$707K	0.19%	134
2022 Q4	$2.24M	Buy	49,640 +43,605	+723%	+$2.16M	0.16%	150
2022 Q3	$334K	Buy	+6,035	New	+$358K	0.03%	203
2022 Q2	–	Sell	-12,625	Closed	-$1.51M	–	245
2022 Q1	$1.51M	Buy	12,625 +7,303	+137%	+$761K	0.07%	209
2021 Q4	$700K	Buy	+5,322	New	+$892K	0.03%	236

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Sarl's NET Position: Q2 2026 in Review

Capital International Sarl increased its Cloudflare (NET) stake by 11% in Q2 2026, buying an estimated $6.53M and bringing the position to 308,809 shares worth $75.7M. The position accounts for 1.07% of the portfolio, ranked #26.

Capital International Sarl first reported a position in NET in Q4 2021 and has held it in 18 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Capital International Sarl held 308,809 shares of Cloudflare worth $75.7M as of Q2 2026.
Capital International Sarl bought 29,857 Cloudflare shares in Q2 2026, an estimated $6.53M.
Cloudflare made up 1.07% of Capital International Sarl's portfolio in Q2 2026, its #26 holding.
Capital International Sarl first reported a position in Cloudflare in Q4 2021 and has held it in 18 quarters since.
1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Capital International Sarl's 13F filing for Q2 2026, filed 12 Aug 2026.