Caption Management’s Cloudflare NET Stock Holding History

Caption Management’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	$1.03M	Buy	+4,200	New	+$919K	﹤0.01%	1128
2025 Q2	–	Sell	-6,300	Closed	-$915K	–	1744
2025 Q1	$710K	Buy	+6,300	New	+$835K	0.01%	1004
2024 Q4	–	Sell	-2,625	Closed	-$256K	–	1710
2024 Q3	$212K	Buy	+2,625	New	+$211K	﹤0.01%	1054
2024 Q1	–	Sell	-3,138	Closed	-$284K	–	1535
2023 Q4	$261K	Buy	+3,138	New	+$219K	﹤0.01%	1081
2022 Q3	–	Sell	-15,434	Closed	-$675K	–	1734
2022 Q2	$675K	Buy	+15,434	New	+$1.11M	0.01%	1003

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Caption Management's NET Position: Q2 2026 in Review

Caption Management opened a new position in Cloudflare (NET) in Q2 2026: 4,200 shares worth $1.03M. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Caption Management previously reported a position in NET as recently as Q1 2025.

Caption Management first reported a position in NET in Q2 2022 and has held it in 5 quarters since. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Caption Management held 4,200 shares of Cloudflare worth $1.03M as of Q2 2026.
Cloudflare was a new Caption Management position in Q2 2026.
Cloudflare made up ﹤0.01% of Caption Management's portfolio in Q2 2026, its #1128 holding.
Caption Management first reported a position in Cloudflare in Q2 2022 and has held it in 5 quarters since.
1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.