CI
NET icon

Capital International’s Cloudflare NET Stock Holding History

Capital International’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 		$40.6M Buy
165,469
+14,209
+9% +$3.11M 1.32% 21
2026
Q1 		$31.2M Buy
151,260
+11,106
+8% +$2.12M 1.16% 20
2025
Q4 		$27.6M Sell
140,154
-6,567
-4% -$1.39M 0.97% 29
2025
Q3 		$31.5M Sell
146,721
-6,445
-4% -$1.32M 1.14% 20
2025
Q2 		$30M Buy
153,166
+28,793
+23% +$4.18M 1.15% 20
2025
Q1 		$14M Sell
124,373
-5,132
-4% -$680K 0.61% 53
2024
Q4 		$13.9M Buy
129,505
+3,423
+3% +$334K 0.57% 51
2024
Q3 		$10.2M Buy
126,082
+9,560
+8% +$769K 0.44% 71
2024
Q2 		$9.65M Buy
116,522
+10,947
+10% +$883K 0.45% 70
2024
Q1 		$10.2M Buy
105,575
+24,827
+31% +$2.25M 0.49% 67
2023
Q4 		$6.72M Buy
80,748
+585
+0.7% +$40.9K 0.34% 81
2023
Q3 		$5.05M Sell
80,163
-548
-0.7% -$35.1K 0.29% 94
2023
Q2 		$5.28M Buy
80,711
+6,375
+9% +$380K 0.3% 96
2023
Q1 		$4.58M Buy
74,336
+10,025
+16% +$548K 0.27% 103
2022
Q4 		$2.91M Buy
64,311
+48,218
+300% +$2.39M 0.2% 122
2022
Q3 		$890K Buy
+16,093
New +$956K 0.06% 149
2022
Q2 		– Sell
-29,992
Closed -$3.59M – 160
2022
Q1 		$3.59M Buy
29,992
+19,144
+176% +$2M 0.2% 109
2021
Q4 		$1.43M Buy
+10,848
New +$1.82M 0.07% 143

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 International's NET Position: Q2 2026 in Review

Capital International increased its Cloudflare (NET) stake by 9.4% in Q2 2026, buying an estimated $3.11M and bringing the position to 165,469 shares worth $40.6M. The position accounts for 1.32% of the portfolio, ranked #21.

Capital International 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 held 165,469 shares of Cloudflare worth $40.6M as of Q2 2026.
  • Capital International bought 14,209 Cloudflare shares in Q2 2026, an estimated $3.11M.
  • Cloudflare made up 1.32% of Capital International's portfolio in Q2 2026, its #21 holding.
  • Capital International 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's 13F filing for Q2 2026, filed 12 Aug 2026.