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Connective Capital Management’s Cloudflare NET Stock Holding History

Connective 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
2025
Q2 		– Sell
-12,682
Closed -$1.43M – 59
2025
Q1 		$1.43M Buy
+12,682
New +$1.68M 1.32% 21

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Connective Capital Management's NET Position: Q2 2025 in Review

Connective Capital Management sold out of Cloudflare (NET) in Q2 2025, closing a stake of 12,682 shares — an estimated $1.43M sold.

Connective Capital Management first reported a position in NET in Q1 2025 and held it in 1 quarter. The position peaked at $1.43M in Q1 2025. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

  • Connective Capital Management reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
  • Connective Capital Management sold 12,682 Cloudflare shares in Q2 2025, an estimated $1.43M.
  • Connective Capital Management first reported a position in Cloudflare in Q1 2025 and held it in 1 quarter.
  • Connective Capital Management's Cloudflare position peaked at $1.43M in Q1 2025.
  • 946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Connective Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.