HCM
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Hollencrest Capital Management’s Cloudflare NET Stock Holding History

Hollencrest 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 		$62.1K Sell
253
-105
-29% -$23K ﹤0.01% 534
2026
Q1 		$73.9K Buy
358
+217
+154% +$41.4K ﹤0.01% 480
2025
Q4 		$27.8K Sell
141
-240
-63% -$50.8K ﹤0.01% 661
2025
Q3 		$81.8K Sell
381
-57
-13% -$11.6K ﹤0.01% 468
2025
Q2 		$85.8K Sell
438
-503
-53% -$73K ﹤0.01% 419
2025
Q1 		$106K Buy
941
+870
+1,225% +$115K ﹤0.01% 370
2024
Q4 		$7.64K Hold
71
– – ﹤0.01% 834
2024
Q3 		$5.74K Hold
71
– – ﹤0.01% 838
2024
Q2 		$5.88K Hold
71
– – ﹤0.01% 816
2024
Q1 		$6.88K Hold
71
– – ﹤0.01% 762
2023
Q4 		$5.91K Hold
71
– – ﹤0.01% 787
2023
Q3 		$4.48K Hold
71
– – ﹤0.01% 830
2023
Q2 		$4.64K Hold
71
– – ﹤0.01% 870
2023
Q1 		$4.38K Hold
71
– – ﹤0.01% 867
2022
Q4 		$3.21K Buy
+71
New +$3.51K ﹤0.01% 892

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

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

Hollencrest Capital Management reduced its Cloudflare (NET) stake by 29% in Q2 2026, selling an estimated $23K and leaving 253 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Hollencrest Capital Management first reported a position in NET in Q4 2022 and has held it in 15 quarters since. The position peaked at $106K in Q1 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Hollencrest Capital Management held 253 shares of Cloudflare worth $62.1K as of Q2 2026.
  • Hollencrest Capital Management sold 105 Cloudflare shares in Q2 2026, an estimated $23K.
  • Cloudflare made up ﹤0.01% of Hollencrest Capital Management's portfolio in Q2 2026, its #534 holding.
  • Hollencrest Capital Management first reported a position in Cloudflare in Q4 2022 and has held it in 15 quarters since.
  • Hollencrest Capital Management's Cloudflare position peaked at $106K in Q1 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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