FCP
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Fidelis Capital Partners’s Cloudflare NET Stock Holding History

Fidelis Capital Partners’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 		$230K Buy
+938
New +$205K 0.01% 498
2026
Q1 		– Sell
-1,120
Closed -$221K – 523
2025
Q4 		$221K Buy
1,120
+85
+8% +$18K 0.02% 457
2025
Q3 		$222K Buy
1,035
+87
+9% +$17.8K 0.02% 444
2025
Q2 		$204K Buy
+948
New +$138K 0.02% 425

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

Fidelis Capital Partners's NET Position: Q2 2026 in Review

Fidelis Capital Partners opened a new position in Cloudflare (NET) in Q2 2026: 938 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Fidelis Capital Partners previously reported a position in NET as recently as Q4 2025.

Fidelis Capital Partners first reported a position in NET in Q2 2025 and has held it in 4 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Fidelis Capital Partners held 938 shares of Cloudflare worth $230K as of Q2 2026.
  • Cloudflare was a new Fidelis Capital Partners position in Q2 2026.
  • Cloudflare made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #498 holding.
  • Fidelis Capital Partners first reported a position in Cloudflare in Q2 2025 and has held it in 4 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.