HCM
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Howard Capital Management’s Cloudflare NET Stock Holding History

Howard 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 		$430K Buy
1,755
+642
+58% +$140K 0.01% 339
2026
Q1 		$230K Sell
1,113
-1,040
-48% -$198K ﹤0.01% 311
2025
Q4 		$424K Buy
2,153
+11
+0.5% +$2.33K 0.01% 333
2025
Q3 		$460K Buy
2,142
+66
+3% +$13.5K 0.01% 313
2025
Q2 		$407K Buy
2,076
+294
+16% +$42.7K 0.01% 318
2025
Q1 		$201K Sell
1,782
-273
-13% -$36.2K 0.01% 377
2024
Q4 		$221K Buy
+2,055
New +$201K ﹤0.01% 389

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

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

Howard Capital Management increased its Cloudflare (NET) stake by 58% in Q2 2026, buying an estimated $140K and bringing the position to 1,755 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #339.

Howard Capital Management first reported a position in NET in Q4 2024 and has held it in 7 quarters since. The position peaked at $460K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Howard Capital Management held 1,755 shares of Cloudflare worth $430K as of Q2 2026.
  • Howard Capital Management bought 642 Cloudflare shares in Q2 2026, an estimated $140K.
  • Cloudflare made up 0.01% of Howard Capital Management's portfolio in Q2 2026, its #339 holding.
  • Howard Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • Howard Capital Management's Cloudflare position peaked at $460K in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.