Fox Run Management’s Cloudflare NET Stock Holding History

Fox Run 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	$790K	Sell	3,222 -7,160	-69%	-$1.57M	0.13%	276
2026 Q1	$2.02M	Buy	10,382 +8,312	+402%	+$1.59M	0.35%	23
2025 Q4	$408K	Sell	2,070 -3,809	-65%	-$806K	0.06%	584
2025 Q3	$1.26M	Buy	+5,879	New	+$1.2M	0.2%	137
2025 Q2	–	Sell	-3,115	Closed	-$351K	–	1098
2025 Q1	$351K	Sell	3,115 -17,414	-85%	-$2.31M	0.05%	622
2024 Q4	$2.21M	Buy	20,529 +1,798	+10%	+$176K	0.4%	8
2024 Q3	$1.52M	Buy	18,731 +5,601	+43%	+$450K	0.34%	28
2024 Q2	$1.09M	Sell	13,130 -5,332	-29%	-$430K	0.2%	152
2024 Q1	$1.79M	Buy	+18,462	New	+$1.67M	0.39%	18
2023 Q3	–	Sell	-4,254	Closed	-$278K	–	890
2023 Q2	$278K	Sell	4,254 -23,113	-84%	-$1.38M	0.08%	474
2023 Q1	$1.69M	Buy	+27,367	New	+$1.5M	0.55%	6
2022 Q3	–	Sell	-6,741	Closed	-$295K	–	759
2022 Q2	$295K	Buy	+6,741	New	+$485K	0.15%	305

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fox Run Management's NET Position: Q2 2026 in Review

Fox Run Management reduced its Cloudflare (NET) stake by 69% in Q2 2026, selling an estimated $1.57M and leaving 3,222 shares worth $790K. The position accounts for 0.13% of the portfolio, ranked #276.

Fox Run Management first reported a position in NET in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.21M in Q4 2024. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Fox Run Management held 3,222 shares of Cloudflare worth $790K as of Q2 2026.
Fox Run Management sold 7,160 Cloudflare shares in Q2 2026, an estimated $1.57M.
Cloudflare made up 0.13% of Fox Run Management's portfolio in Q2 2026, its #276 holding.
Fox Run Management first reported a position in Cloudflare in Q2 2022 and has held it in 12 quarters since.
Fox Run Management's Cloudflare position peaked at $2.21M in Q4 2024.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.