CCS
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Concentric Capital Strategies’s Cloudflare NET Stock Holding History

Concentric Capital Strategies’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 		$238K Buy
+970
New +$212K 0.01% 310
2024
Q3 		– Sell
-20,945
Closed -$1.73M – 346
2024
Q2 		$1.73M Buy
+20,945
New +$1.69M 0.09% 218

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

Concentric Capital Strategies's NET Position: Q2 2026 in Review

Concentric Capital Strategies opened a new position in Cloudflare (NET) in Q2 2026: 970 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Concentric Capital Strategies previously reported a position in NET as recently as Q2 2024.

Concentric Capital Strategies first reported a position in NET in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.73M in Q2 2024. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Concentric Capital Strategies held 970 shares of Cloudflare worth $238K as of Q2 2026.
  • Cloudflare was a new Concentric Capital Strategies position in Q2 2026.
  • Cloudflare made up 0.01% of Concentric Capital Strategies's portfolio in Q2 2026, its #310 holding.
  • Concentric Capital Strategies first reported a position in Cloudflare in Q2 2024 and has held it in 2 quarters since.
  • Concentric Capital Strategies's Cloudflare position peaked at $1.73M in Q2 2024.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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