CAU
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Caxton Associates (UK)’s Cloudflare NET Stock Holding History

Caxton Associates (UK)’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 		$1.09M Sell
4,443
-7,835
-64% -$1.71M 0.02% 394
2026
Q1 		$2.53M Buy
+12,278
New +$2.34M 0.06% 160
2025
Q4 		– Sell
-2,923
Closed -$627K – 904
2025
Q3 		$627K Buy
+2,923
New +$597K 0.01% 416

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

Caxton Associates (UK)'s NET Position: Q2 2026 in Review

Caxton Associates (UK) reduced its Cloudflare (NET) stake by 64% in Q2 2026, selling an estimated $1.71M and leaving 4,443 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #394.

Caxton Associates (UK) first reported a position in NET in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.53M in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Caxton Associates (UK) held 4,443 shares of Cloudflare worth $1.09M as of Q2 2026.
  • Caxton Associates (UK) sold 7,835 Cloudflare shares in Q2 2026, an estimated $1.71M.
  • Cloudflare made up 0.02% of Caxton Associates (UK)'s portfolio in Q2 2026, its #394 holding.
  • Caxton Associates (UK) first reported a position in Cloudflare in Q3 2025 and has held it in 3 quarters since.
  • Caxton Associates (UK)'s Cloudflare position peaked at $2.53M in Q1 2026.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Caxton Associates (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.