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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 1,132 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.
  • 1,132 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.