CRC
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Curi RMB Capital’s Cloudflare NET Stock Holding History

Curi RMB Capital’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 		$19.5M Sell
79,384
-453
-0.6% -$99.1K 0.3% 99
2026
Q1 		$16.5M Sell
79,837
-7,533
-9% -$1.44M 0.29% 92
2025
Q4 		$17.2M Sell
87,370
-2,731
-3% -$578K 0.3% 87
2025
Q3 		$19.3M Sell
90,101
-8,460
-9% -$1.73M 0.35% 75
2025
Q2 		$19.3M Sell
98,561
-3,490
-3% -$507K 0.37% 71
2025
Q1 		$11.5M Buy
102,051
+852
+0.8% +$113K 0.28% 105
2024
Q4 		$10.9M Buy
101,199
+6,378
+7% +$623K 0.25% 126
2024
Q3 		$7.67M Buy
94,821
+11,708
+14% +$941K 0.17% 158
2024
Q2 		$6.88M Buy
83,113
+7,526
+10% +$607K 0.17% 160
2024
Q1 		$7.32M Buy
75,587
+7,690
+11% +$696K 0.17% 156
2023
Q4 		$5.65M Buy
67,897
+13,473
+25% +$942K 0.17% 147
2023
Q3 		$3.43M Buy
54,424
+2,018
+4% +$129K 0.12% 172
2023
Q2 		$3.43M Buy
52,406
+2,776
+6% +$166K 0.11% 171
2023
Q1 		$3.06M Buy
49,630
+24,777
+100% +$1.35M 0.11% 174
2022
Q4 		$1.12M Buy
24,853
+8,477
+52% +$419K 0.04% 264
2022
Q3 		$906K Buy
+16,376
New +$973K 0.03% 294

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

Curi RMB Capital's NET Position: Q2 2026 in Review

Curi RMB Capital reduced its Cloudflare (NET) stake by 0.57% in Q2 2026, selling an estimated $99.1K and leaving 79,384 shares worth $19.5M. The position accounts for 0.3% of the portfolio, ranked #99.

Curi RMB Capital first reported a position in NET in Q3 2022 and has held it in 16 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Curi RMB Capital held 79,384 shares of Cloudflare worth $19.5M as of Q2 2026.
  • Curi RMB Capital sold 453 Cloudflare shares in Q2 2026, an estimated $99.1K.
  • Cloudflare made up 0.3% of Curi RMB Capital's portfolio in Q2 2026, its #99 holding.
  • Curi RMB Capital first reported a position in Cloudflare in Q3 2022 and has held it in 16 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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