Holocene Advisors
NET icon

Holocene Advisors’s Cloudflare NET Stock Holding History

Holocene Advisors’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 		$21.5M Buy
87,605
+79,142
+935% +$17.3M 0.05% 266
2026
Q1 		$1.75M Sell
8,463
-19,949
-70% -$3.8M ﹤0.01% 590
2025
Q4 		$5.6M Buy
+28,412
New +$6.01M 0.01% 359
2024
Q4 		– Sell
-627,689
Closed -$50.8M – 841
2024
Q3 		$50.8M Sell
627,689
-140,128
-18% -$11.3M 0.21% 140
2024
Q2 		$63.6M Buy
767,817
+677,335
+749% +$54.6M 0.27% 116
2024
Q1 		$8.76M Buy
+90,482
New +$8.19M 0.03% 302
2023
Q4 		– Sell
-135,644
Closed -$8.55M – 794
2023
Q3 		$8.55M Buy
+135,644
New +$8.68M 0.04% 302
2021
Q4 		– Sell
-17,242
Closed -$1.94M – 938
2021
Q3 		$1.94M Buy
+17,242
New +$2.06M 0.01% 564
2021
Q1 		– Sell
-614,847
Closed -$46.7M – 897
2020
Q4 		$46.7M Sell
614,847
-2,532,843
-80% -$166M 0.29% 123
2020
Q3 		$129M Buy
+3,147,690
New +$121M 0.98% 17
2019
Q4 		– Sell
-125,000
Closed -$2.32M – 742
2019
Q3 		$2.32M Buy
+125,000
New +$2.42M 0.02% 272

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

Holocene Advisors's NET Position: Q2 2026 in Review

Holocene Advisors increased its Cloudflare (NET) stake by 935% in Q2 2026, buying an estimated $17.3M and bringing the position to 87,605 shares worth $21.5M. The position accounts for 0.05% of the portfolio, ranked #266.

Holocene Advisors first reported a position in NET in Q3 2019 and has held it in 11 quarters since. The position peaked at $129M in Q3 2020. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Holocene Advisors held 87,605 shares of Cloudflare worth $21.5M as of Q2 2026.
  • Holocene Advisors bought 79,142 Cloudflare shares in Q2 2026, an estimated $17.3M.
  • Cloudflare made up 0.05% of Holocene Advisors's portfolio in Q2 2026, its #266 holding.
  • Holocene Advisors first reported a position in Cloudflare in Q3 2019 and has held it in 11 quarters since.
  • Holocene Advisors's Cloudflare position peaked at $129M in Q3 2020.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.