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Creek Drive Management Group’s Cloudflare NET Stock Holding History

Creek Drive Management Group’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 		$4.42M Hold
18,000
– – 2.14% 14
2026
Q1 		$3.71M Buy
+18,000
New +$3.43M 0.85% 22

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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Creek Drive Management Group's NET Position: Q2 2026 in Review

Creek Drive Management Group reduced its Cloudflare (NET) stake by 19% in Q2 2026, selling an estimated $1.36M and leaving 26,000 shares worth $6.38M. The position accounts for 3.1% of the portfolio, ranked #8.

Creek Drive Management Group first reported a position in NET in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.64M in Q1 2026. 1,091 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Creek Drive Management Group held 26,000 shares of Cloudflare worth $6.38M as of Q2 2026.
  • Creek Drive Management Group sold 6,200 Cloudflare shares in Q2 2026, an estimated $1.36M.
  • Cloudflare made up 3.1% of Creek Drive Management Group's portfolio in Q2 2026, its #8 holding.
  • Creek Drive Management Group first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
  • Creek Drive Management Group's Cloudflare position peaked at $6.64M in Q1 2026.
  • 1,091 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Creek Drive Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.