Capstone Investment Advisors
NET icon

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
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capstone Investment Advisors's NET Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Cloudflare (NET) in Q1 2026, closing a stake of 2,223 shares — an estimated $438K sold.

Capstone Investment Advisors first reported a position in NET in Q1 2024 and held it in 5 quarters. The position peaked at $1.16M in Q1 2025. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,223 Cloudflare shares in Q1 2026, an estimated $438K.
  • Capstone Investment Advisors first reported a position in Cloudflare in Q1 2024 and held it in 5 quarters.
  • Capstone Investment Advisors's Cloudflare position peaked at $1.16M in Q1 2025.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.