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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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. 1,223 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.
  • 1,223 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.