FC
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Forte Capital’s Cloudflare NET Stock Holding History

Forte 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
2025
Q2 		$23.2M Sell
118,334
-9,591
-7% -$1.39M 2.49% 8
2025
Q1 		$14.4M Sell
127,925
-3,910
-3% -$518K 1.71% 15
2024
Q4 		$14.2M Sell
131,835
-2,128
-2% -$208K 1.6% 15
2024
Q3 		$10.8M Sell
133,963
-364
-0.3% -$29.3K 1.23% 23
2024
Q2 		$11.1M Sell
134,327
-691
-0.5% -$55.8K 1.34% 19
2024
Q1 		$13.1M Buy
135,018
+518
+0.4% +$46.9K 1.62% 18
2023
Q4 		$11.2M Sell
134,500
-1,145
-0.8% -$80.1K 1.53% 20
2023
Q3 		$8.55M Sell
135,645
-1,150
-0.8% -$73.6K 1.32% 23
2023
Q2 		$8.94M Buy
136,795
+6,981
+5% +$417K 1.29% 22
2023
Q1 		$8M Buy
129,814
+1,130
+0.9% +$61.8K 1.23% 24
2022
Q4 		$5.82M Sell
128,684
-10,771
-8% -$533K 1% 30
2022
Q3 		$7.71M Buy
139,455
+3,943
+3% +$234K 1.4% 21
2022
Q2 		$5.93M Sell
135,512
-3,773
-3% -$272K 1.03% 27
2022
Q1 		$18.3M Sell
139,285
-500
-0.4% -$52.1K 2.32% 11
2021
Q4 		$18.4M Sell
139,785
-19,040
-12% -$3.19M 2.32% 11
2021
Q3 		$17.9M Sell
158,825
-6,381
-4% -$762K 2.42% 11
2021
Q2 		$17.5M Buy
165,206
+3,670
+2% +$304K 2.38% 11
2021
Q1 		$11.3M Buy
161,536
+7,644
+5% +$589K 1.75% 19
2020
Q4 		$11.7M Buy
153,892
+18,110
+13% +$1.19M 1.8% 16
2020
Q3 		$5.58M Buy
+135,782
New +$5.2M 1.03% 32

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Forte Capital's NET Position: Q2 2025 in Review

Forte Capital reduced its Cloudflare (NET) stake by 7.5% in Q2 2025, selling an estimated $1.39M and leaving 118,334 shares worth $23.2M. The position accounts for 2.49% of the portfolio, ranked #8.

Forte Capital first reported a position in NET in Q3 2020 and has held it in 20 quarters since. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

  • Forte Capital held 118,334 shares of Cloudflare worth $23.2M as of Q2 2025.
  • Forte Capital sold 9,591 Cloudflare shares in Q2 2025, an estimated $1.39M.
  • Cloudflare made up 2.49% of Forte Capital's portfolio in Q2 2025, its #8 holding.
  • Forte Capital first reported a position in Cloudflare in Q3 2020 and has held it in 20 quarters since.
  • 946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.