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Contour Asset Management’s Cloudflare NET Stock Holding History

Contour Asset 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 		$34.6M Buy
+140,946
New +$30.8M 0.82% 26

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

Contour Asset Management's NET Position: Q2 2026 in Review

Contour Asset Management opened a new position in Cloudflare (NET) in Q2 2026: 140,946 shares worth $34.6M. The stake represents 0.82% of the portfolio and ranks #26 among its holdings.

1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Contour Asset Management held 140,946 shares of Cloudflare worth $34.6M as of Q2 2026.
  • Cloudflare was a new Contour Asset Management position in Q2 2026.
  • Cloudflare made up 0.82% of Contour Asset Management's portfolio in Q2 2026, its #26 holding.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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