FDC
NET icon

Flight Deck Capital’s Cloudflare NET Stock Holding History

Flight Deck Capital’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 		$22M Buy
89,800
+25,200
+39% +$5.51M 10.69% 3
2026
Q1 		$13.3M Buy
+64,600
New +$12.3M 9.7% 4

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

Flight Deck Capital's NET Position: Q2 2026 in Review

Flight Deck Capital increased its Cloudflare (NET) stake by 39% in Q2 2026, buying an estimated $5.51M and bringing the position to 89,800 shares worth $22M. The position accounts for 10.69% of the portfolio, ranked #3.

Flight Deck Capital first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Flight Deck Capital held 89,800 shares of Cloudflare worth $22M as of Q2 2026.
  • Flight Deck Capital bought 25,200 Cloudflare shares in Q2 2026, an estimated $5.51M.
  • Cloudflare made up 10.69% of Flight Deck Capital's portfolio in Q2 2026, its #3 holding.
  • Flight Deck Capital first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Flight Deck Capital's 13F filing for Q2 2026, filed 14 Aug 2026.