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
2026
Q1 		– Sell
-120,000
Closed -$23.7M – 1892
2025
Q4 		$23.7M Buy
120,000
+30,000
+33% +$6.35M 0.16% 146
2025
Q3 		$19.3M Sell
90,000
-30,000
-25% -$6.12M 0.15% 151
2025
Q2 		$23.5M Buy
+120,000
New +$17.4M 0.26% 71
2022
Q3 		– Sell
-200,000
Closed -$8.75M – 1735
2022
Q2 		$8.75M Buy
+200,000
New +$14.4M 0.12% 216
2020
Q2 		– Sell
-50,000
Closed -$1.17M – 1119
2020
Q1 		$1.17M Buy
+50,000
New +$973K 0.07% 364

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. 946 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.
  • 946 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.