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 Q2	$2.66M	Sell	10,840 -5,240	-33%	-$1.15M	0.2%	61
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 $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

Hel Ved Capital Management's NET Position: Q2 2026 in Review

Hel Ved Capital Management reduced its Cloudflare (NET) stake by 33% in Q2 2026, selling an estimated $1.15M and leaving 10,840 shares worth $2.66M. The position accounts for 0.2% of the portfolio, ranked #61.

Hel Ved Capital Management first reported a position in NET in Q1 2023 and has held it in 6 quarters since. The position peaked at $6.69M in Q1 2023. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Hel Ved Capital Management held 10,840 shares of Cloudflare worth $2.66M as of Q2 2026.
Hel Ved Capital Management sold 5,240 Cloudflare shares in Q2 2026, an estimated $1.15M.
Cloudflare made up 0.2% of Hel Ved Capital Management's portfolio in Q2 2026, its #61 holding.
Hel Ved Capital Management first reported a position in Cloudflare in Q1 2023 and has held it in 6 quarters since.
Hel Ved Capital Management's Cloudflare position peaked at $6.69M in Q1 2023.
1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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