CloudAlpha Capital Management
NET icon

CloudAlpha Capital Management’s Cloudflare NET Stock Holding History

CloudAlpha 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
Q3 		$27M Buy
+77,656
New +$23M 0.6% 32
2022
Q1 		– Sell
-7,000
Closed -$920K – 18
2021
Q4 		$920K Buy
+7,000
New +$1.17M 0.22% 16
2021
Q1 		– Sell
-10,000
Closed -$760K – 93
2020
Q4 		$760K Buy
+10,000
New +$656K 0.02% 90

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CloudAlpha Capital Management's NET Position: Q3 2026 in Review

CloudAlpha Capital Management opened a new position in Cloudflare (NET) in Q3 2026: 77,656 shares worth $27M. The stake represents 0.6% of the portfolio and ranks #32 among its holdings. This is a return to the name: CloudAlpha Capital Management previously reported a position in NET as recently as Q4 2021.

CloudAlpha Capital Management first reported a position in NET in Q4 2020 and has held it in 3 quarters since. 1,150 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • CloudAlpha Capital Management held 77,656 shares of Cloudflare worth $27M as of Q3 2026.
  • Cloudflare was a new CloudAlpha Capital Management position in Q3 2026.
  • Cloudflare made up 0.6% of CloudAlpha Capital Management's portfolio in Q3 2026, its #32 holding.
  • CloudAlpha Capital Management first reported a position in Cloudflare in Q4 2020 and has held it in 3 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on CloudAlpha Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.