GCP
NET icon

Gill Capital Partners’s Cloudflare NET Stock Holding History

Gill 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 		$649K Buy
2,644
+100
+4% +$21.9K 0.17% 69
2026
Q1 		$525K Hold
2,544
– – 0.15% 77
2025
Q4 		$502K Hold
2,544
– – 0.15% 76
2025
Q3 		$546K Hold
2,544
– – 0.17% 70
2025
Q2 		$498K Sell
2,544
-217
-8% -$31.5K 0.16% 77
2025
Q1 		$311K Buy
2,761
+79
+3% +$10.5K 0.11% 93
2024
Q4 		$289K Hold
2,682
– – 0.1% 99
2024
Q3 		$217K Buy
2,682
+10
+0.4% +$804 0.08% 119
2024
Q2 		$221K Buy
+2,672
New +$216K 0.09% 110

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

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

Gill Capital Partners increased its Cloudflare (NET) stake by 3.9% in Q2 2026, buying an estimated $21.9K and bringing the position to 2,644 shares worth $649K. The position accounts for 0.17% of the portfolio, ranked #69.

Gill Capital Partners first reported a position in NET in Q2 2024 and has held it in 9 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Gill Capital Partners held 2,644 shares of Cloudflare worth $649K as of Q2 2026.
  • Gill Capital Partners bought 100 Cloudflare shares in Q2 2026, an estimated $21.9K.
  • Cloudflare made up 0.17% of Gill Capital Partners's portfolio in Q2 2026, its #69 holding.
  • Gill Capital Partners first reported a position in Cloudflare in Q2 2024 and has held it in 9 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.