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Capital Market Strategies’s Cloudflare NET Stock Holding History

Capital Market Strategies’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
2025
Q2 		$1.38M Sell
7,048
-1,090
-13% -$158K 0.96% 18
2025
Q1 		$917K Buy
8,138
+2,127
+35% +$282K 0.61% 34
2024
Q4 		$647K Buy
+6,011
New +$587K 0.37% 54

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital Market Strategies's NET Position: Q2 2025 in Review

Capital Market Strategies reduced its Cloudflare (NET) stake by 13% in Q2 2025, selling an estimated $158K and leaving 7,048 shares worth $1.38M. The position accounts for 0.96% of the portfolio, ranked #18.

Capital Market Strategies first reported a position in NET in Q4 2024 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

  • Capital Market Strategies held 7,048 shares of Cloudflare worth $1.38M as of Q2 2025.
  • Capital Market Strategies sold 1,090 Cloudflare shares in Q2 2025, an estimated $158K.
  • Cloudflare made up 0.96% of Capital Market Strategies's portfolio in Q2 2025, its #18 holding.
  • Capital Market Strategies first reported a position in Cloudflare in Q4 2024 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.