CM
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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
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
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 $97.9B AUM 20.73% 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

Caption Management's NET Position: Q2 2025 in Review

Caption Management sold out of Cloudflare (NET) in Q2 2025, closing a stake of 6,300 shares — an estimated $915K sold.

Caption Management first reported a position in NET in Q2 2022 and held it in 4 quarters. The position peaked at $710K in Q1 2025. 947 funds tracked by Wall St. Rank hold NET as of Q2 2025.

  • Caption Management reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
  • Caption Management sold 6,300 Cloudflare shares in Q2 2025, an estimated $915K.
  • Caption Management first reported a position in Cloudflare in Q2 2022 and held it in 4 quarters.
  • Caption Management's Cloudflare position peaked at $710K in Q1 2025.
  • 947 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Caption Management's 13F filing for Q2 2025, filed 14 Aug 2025.