HI
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Horizon Investments’s Cloudflare NET Stock Holding History

Horizon Investments’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 		$3M Buy
12,218
+10,526
+622% +$2.3M 0.03% 411
2026
Q1 		$349K Buy
1,692
+470
+38% +$89.6K ﹤0.01% 907
2025
Q4 		$241K Buy
1,222
+375
+44% +$79.3K ﹤0.01% 942
2025
Q3 		$182K Buy
847
+845
+42,250% +$173K ﹤0.01% 930
2025
Q2 		$392 Sell
2
-1
-33% -$145 ﹤0.01% 1083
2025
Q1 		$338 Buy
+3
New +$398 ﹤0.01% 842

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

Horizon Investments's NET Position: Q2 2026 in Review

Horizon Investments increased its Cloudflare (NET) stake by 622% in Q2 2026, buying an estimated $2.3M and bringing the position to 12,218 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #411.

Horizon Investments first reported a position in NET in Q1 2025 and has held it in 6 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Horizon Investments held 12,218 shares of Cloudflare worth $3M as of Q2 2026.
  • Horizon Investments bought 10,526 Cloudflare shares in Q2 2026, an estimated $2.3M.
  • Cloudflare made up 0.03% of Horizon Investments's portfolio in Q2 2026, its #411 holding.
  • Horizon Investments first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.