HFM
NET icon

Harvest Fund Management’s Cloudflare NET Stock Holding History

Harvest Fund 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 		$1.28M Sell
5,219
-2,289
-30% -$501K 0.04% 157
2026
Q1 		$1.55M Buy
7,508
+1,684
+29% +$321K 0.07% 145
2025
Q4 		$1.15M Sell
5,824
-2,707
-32% -$573K 0.04% 183
2025
Q3 		$1.83M Buy
8,531
+1,564
+22% +$319K 0.08% 151
2025
Q2 		$1.36M Buy
6,967
+2,187
+46% +$318K 0.06% 169
2025
Q1 		$538K Sell
4,780
-5,282
-52% -$700K 0.03% 266
2024
Q4 		$1.08M Buy
10,062
+9,472
+1,605% +$925K 0.05% 205
2024
Q3 		$48K Sell
590
-1,558
-73% -$125K ﹤0.01% 461
2024
Q2 		$178K Sell
2,148
-1,394
-39% -$112K 0.01% 356
2024
Q1 		$343K Sell
3,542
-70
-2% -$6.34K 0.03% 249
2023
Q4 		$301K Buy
3,612
+2,729
+309% +$191K 0.05% 181
2023
Q3 		$56K Buy
883
+848
+2,423% +$54.3K 0.01% 393
2023
Q2 		$2K Sell
35
-3,250
-99% -$194K ﹤0.01% 638
2023
Q1 		$202K Buy
+3,285
New +$180K 0.04% 208
2022
Q4 		– Sell
-201
Closed -$11K – 826
2022
Q3 		$11K Hold
201
– – ﹤0.01% 638
2022
Q2 		$9K Sell
201
-3,005
-94% -$216K ﹤0.01% 623
2022
Q1 		$383K Buy
3,206
+500
+18% +$52.1K 0.08% 119
2021
Q4 		$361K Sell
2,706
-319
-11% -$53.5K 0.06% 143
2021
Q3 		$340K Buy
3,025
+2,794
+1,210% +$334K 0.08% 86
2021
Q2 		$24K Sell
231
-1,637
-88% -$136K ﹤0.01% 601
2021
Q1 		$131K Sell
1,868
-1,690
-47% -$130K 0.01% 204
2020
Q4 		$270K Sell
3,558
-799
-18% -$52.4K 0.02% 115
2020
Q3 		$186K Buy
4,357
+452
+12% +$17.3K 0.02% 173
2020
Q2 		$144K Buy
+3,905
New +$109K 0.01% 185

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

Harvest Fund Management's NET Position: Q2 2026 in Review

Harvest Fund Management reduced its Cloudflare (NET) stake by 30% in Q2 2026, selling an estimated $501K and leaving 5,219 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #157.

Harvest Fund Management first reported a position in NET in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.83M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Harvest Fund Management held 5,219 shares of Cloudflare worth $1.28M as of Q2 2026.
  • Harvest Fund Management sold 2,289 Cloudflare shares in Q2 2026, an estimated $501K.
  • Cloudflare made up 0.04% of Harvest Fund Management's portfolio in Q2 2026, its #157 holding.
  • Harvest Fund Management first reported a position in Cloudflare in Q2 2020 and has held it in 24 quarters since.
  • Harvest Fund Management's Cloudflare position peaked at $1.83M in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.