CM
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Capula Management’s Cloudflare NET Stock Holding History

Capula 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
-2,800
Closed -$316K – 789
2025
Q1 		$316K Buy
2,800
+200
+8% +$26.5K ﹤0.01% 371
2024
Q4 		$280K Buy
+2,600
New +$254K ﹤0.01% 267
2024
Q2 		– Sell
-2,200
Closed -$213K – 597
2024
Q1 		$213K Buy
+2,200
New +$199K 0.01% 397
2023
Q4 		– Sell
-7,900
Closed -$498K – 494
2023
Q3 		$498K Sell
7,900
-13,900
-64% -$890K 0.01% 326
2023
Q2 		$1.43M Buy
+21,800
New +$1.3M 0.03% 157

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

Capula Management's NET Position: Q1 2026 in Review

Capula Management increased its Cloudflare (NET) stake by 97% in Q1 2026, buying an estimated $1.27M and bringing the position to 13,526 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #195.

Capula Management first reported a position in NET in Q2 2023 and has held it in 8 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Capula Management held 13,526 shares of Cloudflare worth $2.79M as of Q1 2026.
  • Capula Management bought 6,662 Cloudflare shares in Q1 2026, an estimated $1.27M.
  • Cloudflare made up 0.02% of Capula Management's portfolio in Q1 2026, its #195 holding.
  • Capula Management first reported a position in Cloudflare in Q2 2023 and has held it in 8 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.