Cathie Wood
NET icon

Cathie Wood’s Cloudflare NET Stock Holding History

Cathie Wood’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 		$43.1M Sell
175,723
-7,921
-4% -$1.73M 0.28% 66
2026
Q1 		$37.9M Sell
183,644
-26,446
-13% -$5.04M 0.29% 61
2025
Q4 		$41.4M Sell
210,090
-12,228
-6% -$2.59M 0.27% 61
2025
Q3 		$47.7M Buy
222,318
+18,012
+9% +$3.68M 0.28% 59
2025
Q2 		$40M Sell
204,306
-14,832
-7% -$2.15M 0.29% 53
2025
Q1 		$24.7M Sell
219,138
-130,712
-37% -$17.3M 0.25% 55
2024
Q4 		$37.7M Sell
349,850
-609
-0.2% -$59.5K 0.31% 51
2024
Q3 		$28.3M Sell
350,459
-44,746
-11% -$3.6M 0.26% 56
2024
Q2 		$32.7M Buy
395,205
+1,825
+0.5% +$147K 0.29% 53
2024
Q1 		$38.1M Sell
393,380
-47,488
-11% -$4.3M 0.26% 57
2023
Q4 		$36.7M Buy
440,868
+11,259
+3% +$788K 0.22% 58
2023
Q3 		$27.1M Buy
429,609
+11,258
+3% +$721K 0.21% 61
2023
Q2 		$27.3M Buy
418,351
+129,356
+45% +$7.72M 0.18% 69
2023
Q1 		$17.8M Sell
288,995
-5,967
-2% -$326K 0.12% 78
2022
Q4 		$13.3M Sell
294,962
-15,346
-5% -$759K 0.12% 95
2022
Q3 		$17.2M Sell
310,308
-14,327
-4% -$851K 0.12% 89
2022
Q2 		$18.2M Buy
324,635
+78,858
+32% +$5.68M 0.11% 102
2022
Q1 		$29.4M Buy
245,777
+121,228
+97% +$12.6M 0.12% 91
2021
Q4 		$16.4M Sell
124,549
-342,087
-73% -$57.3M 0.05% 141
2021
Q3 		$52.6M Sell
466,636
-147,003
-24% -$17.6M 0.13% 113
2021
Q2 		$64.9M Sell
613,639
-328,827
-35% -$27.2M 0.12% 109
2021
Q1 		$66.2M Buy
942,466
+217,526
+30% +$16.8M 0.13% 115
2020
Q4 		$55.1M Buy
+724,940
New +$47.5M 0.15% 97

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

Cathie Wood's NET Position: Q2 2026 in Review

Cathie Wood reduced its Cloudflare (NET) stake by 4.3% in Q2 2026, selling an estimated $1.73M and leaving 175,723 shares worth $43.1M. The position accounts for 0.28% of the portfolio, ranked #66.

Cathie Wood first reported a position in NET in Q4 2020 and has held it in 23 quarters since. The position peaked at $66.2M in Q1 2021. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Cathie Wood held 175,723 shares of Cloudflare worth $43.1M as of Q2 2026.
  • Cathie Wood sold 7,921 Cloudflare shares in Q2 2026, an estimated $1.73M.
  • Cloudflare made up 0.28% of Cathie Wood's portfolio in Q2 2026, its #66 holding.
  • Cathie Wood first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • Cathie Wood's Cloudflare position peaked at $66.2M in Q1 2021.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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