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Cinctive Capital Management’s Cloudflare NET Stock Holding History

Cinctive Capital 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
Q2 		– Sell
-74,460
Closed -$15.4M – 514
2026
Q1 		$15.4M Buy
+74,460
New +$14.2M 1% 15
2025
Q1 		– Sell
-121,891
Closed -$13.1M – 417
2024
Q4 		$13.1M Buy
+121,891
New +$11.9M 0.67% 32
2024
Q2 		– Sell
-2,726
Closed -$264K – 490
2024
Q1 		$264K Sell
2,726
-4,119
-60% -$373K 0.01% 365
2023
Q4 		$570K Buy
+6,845
New +$479K 0.04% 299
2022
Q4 		– Sell
-7,000
Closed -$387K – 488
2022
Q3 		$387K Buy
+7,000
New +$416K 0.02% 398
2021
Q2 		– Sell
-39,903
Closed -$2.8M – 568
2021
Q1 		$2.8M Buy
39,903
+14,529
+57% +$1.12M 0.17% 212
2020
Q4 		$1.93M Sell
25,374
-83,444
-77% -$5.47M 0.16% 229
2020
Q3 		$4.47M Buy
+108,818
New +$4.17M 0.39% 93

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

Cinctive Capital Management's NET Position: Q2 2026 in Review

Cinctive Capital Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 74,460 shares — an estimated $15.4M sold.

Cinctive Capital Management first reported a position in NET in Q3 2020 and held it in 8 quarters. The position peaked at $15.4M in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Cinctive Capital Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Cinctive Capital Management sold 74,460 Cloudflare shares in Q2 2026, an estimated $15.4M.
  • Cinctive Capital Management first reported a position in Cloudflare in Q3 2020 and held it in 8 quarters.
  • Cinctive Capital Management's Cloudflare position peaked at $15.4M in Q1 2026.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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