ECM
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Evergreen Capital Management’s Cloudflare NET Stock Holding History

Evergreen 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 		$736K Sell
2,999
-460
-13% -$101K 0.01% 688
2026
Q1 		$714K Buy
+3,459
New +$660K 0.02% 609

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

Evergreen Capital Management's NET Position: Q2 2026 in Review

Evergreen Capital Management reduced its Cloudflare (NET) stake by 13% in Q2 2026, selling an estimated $101K and leaving 2,999 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #688.

Evergreen Capital Management first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Evergreen Capital Management held 2,999 shares of Cloudflare worth $736K as of Q2 2026.
  • Evergreen Capital Management sold 460 Cloudflare shares in Q2 2026, an estimated $101K.
  • Cloudflare made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #688 holding.
  • Evergreen Capital Management first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.