DFCM
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Dark Forest Capital Management’s Cloudflare NET Stock Holding History

Dark Forest 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
2026
Q2 		$1.45M Buy
+5,916
New +$1.29M 0.09% 380
2026
Q1 		– Sell
-3,389
Closed -$668K – 1023
2025
Q4 		$668K Sell
3,389
-422
-11% -$89.3K 0.03% 751
2025
Q3 		$818K Buy
+3,811
New +$778K 0.03% 803
2025
Q2 		– Sell
-3,893
Closed -$439K – 1410
2025
Q1 		$439K Buy
+3,893
New +$516K 0.02% 961
2023
Q2 		– Sell
-1,675
Closed -$103K – 1269
2023
Q1 		$103K Buy
1,675
+1,569
+1,480% +$85.8K 0.02% 651
2022
Q4 		$4.79K Buy
106
+103
+3,433% +$5.09K ﹤0.01% 869
2022
Q3 		$0 Sell
3
-41
-93% -$2.44K ﹤0.01% 1337
2022
Q2 		$2K Sell
44
-212
-83% -$15.3K ﹤0.01% 734
2022
Q1 		$30K Buy
256
+188
+276% +$19.6K 0.01% 695
2021
Q4 		$9K Sell
68
-1,840
-96% -$308K ﹤0.01% 973
2021
Q3 		$215K Sell
1,908
-1,323
-41% -$158K 0.08% 222
2021
Q2 		$342K Buy
+3,231
New +$267K 0.15% 70

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

Dark Forest Capital Management's NET Position: Q2 2026 in Review

Dark Forest Capital Management opened a new position in Cloudflare (NET) in Q2 2026: 5,916 shares worth $1.45M. The stake represents 0.09% of the portfolio and ranks #380 among its holdings. This is a return to the name: Dark Forest Capital Management previously reported a position in NET as recently as Q4 2025.

Dark Forest Capital Management first reported a position in NET in Q2 2021 and has held it in 12 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Dark Forest Capital Management held 5,916 shares of Cloudflare worth $1.45M as of Q2 2026.
  • Cloudflare was a new Dark Forest Capital Management position in Q2 2026.
  • Cloudflare made up 0.09% of Dark Forest Capital Management's portfolio in Q2 2026, its #380 holding.
  • Dark Forest Capital Management first reported a position in Cloudflare in Q2 2021 and has held it in 12 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.