DC Investments Management’s Cloudflare NET Stock Holding History

DC Investments 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	–	Sell	-5,532	Closed	-$1.14M	–	67
2026 Q1	$1.14M	Hold	5,532	–	–	0.44%	43
2025 Q4	$1.09M	Hold	5,532	–	–	0.48%	33
2025 Q3	$1.19M	Hold	5,532	–	–	0.49%	38
2025 Q2	$1.08M	Hold	5,532	–	–	0.45%	42
2025 Q1	$623K	Sell	5,532 -2,586	-32%	-$343K	0.32%	51
2024 Q4	$874K	Hold	8,118	–	–	0.57%	42
2024 Q3	$657K	Hold	8,118	–	–	0.46%	48
2024 Q2	$672K	Hold	8,118	–	–	0.57%	44
2024 Q1	$786K	Hold	8,118	–	–	0.64%	45
2023 Q4	$676K	Hold	8,118	–	–	0.68%	35
2023 Q3	$512K	Hold	8,118	–	–	0.64%	39
2023 Q2	$531K	Hold	8,118	–	–	0.61%	37
2023 Q1	$501K	Hold	8,118	–	–	0.6%	36
2022 Q4	$367K	Buy	+8,118	New	+$402K	0.46%	46
2019 Q4	–	Sell	-33,333	Closed	-$619K	–	292
2019 Q3	$619K	Buy	+33,333	New	+$645K	0.36%	46

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DC Investments Management's NET Position: Q2 2026 in Review

DC Investments Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 5,532 shares — an estimated $1.14M sold.

DC Investments Management first reported a position in NET in Q3 2019 and held it in 15 quarters. The position peaked at $1.19M in Q3 2025. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

DC Investments Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
DC Investments Management sold 5,532 Cloudflare shares in Q2 2026, an estimated $1.14M.
DC Investments Management first reported a position in Cloudflare in Q3 2019 and held it in 15 quarters.
DC Investments Management's Cloudflare position peaked at $1.19M in Q3 2025.
1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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