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DRW Securities’s Cloudflare NET Stock Holding History

DRW Securities’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 		$382K Buy
1,557
+174
+13% +$38.1K 0.01% 500
2026
Q1 		$285K Sell
1,383
-1,550
-53% -$296K ﹤0.01% 920
2025
Q4 		$578K Buy
+2,933
New +$620K 0.02% 414
2025
Q3 		– Sell
-3,739
Closed -$732K – 1523
2025
Q2 		$732K Buy
+3,739
New +$543K 0.02% 355

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DRW Securities's NET Position: Q2 2026 in Review

DRW Securities increased its Cloudflare (NET) stake by 13% in Q2 2026, buying an estimated $38.1K and bringing the position to 1,557 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #500.

DRW Securities first reported a position in NET in Q2 2025 and has held it in 4 quarters since. The position peaked at $732K in Q2 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • DRW Securities held 1,557 shares of Cloudflare worth $382K as of Q2 2026.
  • DRW Securities bought 174 Cloudflare shares in Q2 2026, an estimated $38.1K.
  • Cloudflare made up 0.01% of DRW Securities's portfolio in Q2 2026, its #500 holding.
  • DRW Securities first reported a position in Cloudflare in Q2 2025 and has held it in 4 quarters since.
  • DRW Securities's Cloudflare position peaked at $732K in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on DRW Securities's 13F filing for Q2 2026, filed 14 Aug 2026.