GCM
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Goldstream Capital Management’s Cloudflare NET Stock Holding History

Goldstream Capital 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 		$1.57M Sell
6,390
-3,569
-36% -$781K 1.19% 25
2026
Q1 		$2.05M Sell
9,959
-4,641
-32% -$885K 1.71% 16
2025
Q4 		$2.88M Sell
14,600
-7,578
-34% -$1.6M 1.03% 19
2025
Q3 		$4.76M Sell
22,178
-4,092
-16% -$835K 1.08% 13
2025
Q2 		$5.14M Buy
+26,270
New +$3.81M 1.7% 13

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

Goldstream Capital Management's NET Position: Q2 2026 in Review

Goldstream Capital Management reduced its Cloudflare (NET) stake by 36% in Q2 2026, selling an estimated $781K and leaving 6,390 shares worth $1.57M. The position accounts for 1.19% of the portfolio, ranked #25.

Goldstream Capital Management first reported a position in NET in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.14M in Q2 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Goldstream Capital Management held 6,390 shares of Cloudflare worth $1.57M as of Q2 2026.
  • Goldstream Capital Management sold 3,569 Cloudflare shares in Q2 2026, an estimated $781K.
  • Cloudflare made up 1.19% of Goldstream Capital Management's portfolio in Q2 2026, its #25 holding.
  • Goldstream Capital Management first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • Goldstream Capital Management's Cloudflare position peaked at $5.14M in Q2 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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