Capstone Investment Advisors’s Cloudflare NET Stock Holding History

Capstone Investment 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	$267K	Buy	+1,088	New	+$238K	﹤0.01%	1514
2026 Q1	–	Sell	-2,223	Closed	-$438K	–	1772
2025 Q4	$438K	Sell	2,223 -1,804	-45%	-$382K	﹤0.01%	1194
2025 Q3	$864K	Buy	+4,027	New	+$822K	﹤0.01%	1088
2025 Q2	–	Sell	-10,306	Closed	-$1.16M	–	1694
2025 Q1	$1.16M	Buy	10,306 +5,953	+137%	+$789K	﹤0.01%	841
2024 Q4	$469K	Buy	+4,353	New	+$425K	﹤0.01%	1338
2024 Q2	–	Sell	-4,180	Closed	-$405K	–	2328
2024 Q1	$405K	Buy	+4,180	New	+$378K	﹤0.01%	1673

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Capstone Investment Advisors's NET Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Cloudflare (NET) in Q2 2026: 1,088 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in NET as recently as Q4 2025.

Capstone Investment Advisors first reported a position in NET in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Capstone Investment Advisors held 1,088 shares of Cloudflare worth $267K as of Q2 2026.
Cloudflare was a new Capstone Investment Advisors position in Q2 2026.
Cloudflare made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1514 holding.
Capstone Investment Advisors first reported a position in Cloudflare in Q1 2024 and has held it in 6 quarters since.
Capstone Investment Advisors's Cloudflare position peaked at $1.16M in Q1 2025.
1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.