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Highland Capital Management (Tennessee)’s Cloudflare NET Stock Holding History

Highland Capital Management (Tennessee)’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 		$1M Sell
4,082
-1,636
-29% -$358K 0.05% 238
2026
Q1 		$1.18M Sell
5,718
-48
-0.8% -$9.15K 0.06% 224
2025
Q4 		$1.14M Sell
5,766
-10,278
-64% -$2.17M 0.06% 228
2025
Q3 		$3.44M Sell
16,044
-1,006
-6% -$205K 0.17% 136
2025
Q2 		$3.34M Buy
17,050
+509
+3% +$73.9K 0.18% 133
2025
Q1 		$1.86M Buy
16,541
+11,341
+218% +$1.5M 0.11% 167
2024
Q4 		$560K Sell
5,200
-14,935
-74% -$1.46M 0.03% 260
2024
Q3 		$1.63M Sell
20,135
-574
-3% -$46.1K 0.09% 185
2024
Q2 		$1.72M Sell
20,709
-3,077
-13% -$248K 0.1% 180
2024
Q1 		$2.3M Buy
23,786
+49
+0.2% +$4.44K 0.13% 162
2023
Q4 		$1.98M Buy
23,737
+38
+0.2% +$2.66K 0.12% 172
2023
Q3 		$1.49M Sell
23,699
-339
-1% -$21.7K 0.1% 190
2023
Q2 		$1.57M Buy
24,038
+4,942
+26% +$295K 0.1% 192
2023
Q1 		$1.18M Sell
19,096
-20,950
-52% -$1.15M 0.09% 183
2022
Q4 		$1.81M Buy
40,046
+14,614
+57% +$723K 0.13% 169
2022
Q3 		$1.41M Buy
25,432
+14,476
+132% +$860K 0.11% 185
2022
Q2 		$479K Buy
+10,956
New +$789K 0.03% 271
2021
Q3 		– Sell
-30,424
Closed -$3.22M – 342
2021
Q2 		$3.22M Sell
30,424
-1,083
-3% -$89.6K 0.19% 135
2021
Q1 		$2.21M Buy
31,507
+10,679
+51% +$823K 0.14% 169
2020
Q4 		$1.58M Buy
+20,828
New +$1.37M 0.1% 207

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Highland Capital Management (Tennessee)'s NET Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its Cloudflare (NET) stake by 29% in Q2 2026, selling an estimated $358K and leaving 4,082 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #238.

Highland Capital Management (Tennessee) first reported a position in NET in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.44M in Q3 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Highland Capital Management (Tennessee) held 4,082 shares of Cloudflare worth $1M as of Q2 2026.
  • Highland Capital Management (Tennessee) sold 1,636 Cloudflare shares in Q2 2026, an estimated $358K.
  • Cloudflare made up 0.05% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #238 holding.
  • Highland Capital Management (Tennessee) first reported a position in Cloudflare in Q4 2020 and has held it in 20 quarters since.
  • Highland Capital Management (Tennessee)'s Cloudflare position peaked at $3.44M in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.