CPA
NET icon

Capital Performance Advisors’s Cloudflare NET Stock Holding History

Capital Performance Advisors’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 		$320K Sell
1,304
-815
-38% -$178K 0.02% 225
2026
Q1 		$437K Buy
2,119
+60
+3% +$11.4K 0.03% 241
2025
Q4 		$406K Buy
+2,059
New +$436K 0.03% 251
2024
Q4 		– Sell
-470
Closed -$38K – 1763
2024
Q3 		$38K Buy
+470
New +$37.8K 0.01% 427

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 Performance Advisors's NET Position: Q2 2026 in Review

Capital Performance Advisors reduced its Cloudflare (NET) stake by 38% in Q2 2026, selling an estimated $178K and leaving 1,304 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #225.

Capital Performance Advisors first reported a position in NET in Q3 2024 and has held it in 4 quarters since. The position peaked at $437K in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Capital Performance Advisors held 1,304 shares of Cloudflare worth $320K as of Q2 2026.
  • Capital Performance Advisors sold 815 Cloudflare shares in Q2 2026, an estimated $178K.
  • Cloudflare made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #225 holding.
  • Capital Performance Advisors first reported a position in Cloudflare in Q3 2024 and has held it in 4 quarters since.
  • Capital Performance Advisors's Cloudflare position peaked at $437K in Q1 2026.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.