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
2025
Q2 		– Sell
-10,000
Closed -$1.13M – 1695
2025
Q1 		$1.13M Buy
+10,000
New +$1.33M ﹤0.01% 851

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 $3.38T AUM 44.17% 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: 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.