Hel Ved Capital Management’s Cloudflare NET Stock Holding History

Hel Ved 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 Q1	$3.32M	Buy	+16,080	New	+$3.07M	0.39%	32
2025 Q4	–	Sell	-2,570	Closed	-$551K	–	72
2025 Q3	$551K	Buy	+2,570	New	+$525K	0.12%	68
2024 Q1	–	Sell	-9,987	Closed	-$832K	–	64
2023 Q4	$832K	Buy	9,987 +1,616	+19%	+$113K	0.24%	46
2023 Q3	$528K	Buy	+8,371	New	+$536K	0.17%	37
2023 Q2	–	Sell	-108,530	Closed	-$6.69M	–	39
2023 Q1	$6.69M	Buy	+108,530	New	+$5.93M	3.32%	8

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hel Ved Capital Management's NET Position: Q1 2026 in Review

Hel Ved Capital Management opened a new position in Cloudflare (NET) in Q1 2026: 16,080 shares worth $3.32M. The stake represents 0.39% of the portfolio and ranks #32 among its holdings. This is a return to the name: Hel Ved Capital Management previously reported a position in NET as recently as Q3 2025.

Hel Ved Capital Management first reported a position in NET in Q1 2023 and has held it in 5 quarters since. The position peaked at $6.69M in Q1 2023. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Hel Ved Capital Management held 16,080 shares of Cloudflare worth $3.32M as of Q1 2026.
Cloudflare was a new Hel Ved Capital Management position in Q1 2026.
Cloudflare made up 0.39% of Hel Ved Capital Management's portfolio in Q1 2026, its #32 holding.
Hel Ved Capital Management first reported a position in Cloudflare in Q1 2023 and has held it in 5 quarters since.
Hel Ved Capital Management's Cloudflare position peaked at $6.69M in Q1 2023.
1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.