Hudson Bay Capital Management
NET icon

Hudson Bay Capital Management’s Cloudflare NET Stock Holding History

Hudson Bay 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 		$245K Buy
+1,000
New +$219K ﹤0.01% 1088
2025
Q2 		– Sell
-1,880
Closed -$212K – 1571
2025
Q1 		$212K Buy
+1,880
New +$249K ﹤0.01% 1143

Other funds holding NET

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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

Hudson Bay Capital Management's NET Position: Q2 2026 in Review

Hudson Bay Capital Management opened a new position in Cloudflare (NET) in Q2 2026: 1,000 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in NET as recently as Q1 2025.

Hudson Bay Capital Management first reported a position in NET in Q1 2025 and has held it in 2 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Hudson Bay Capital Management held 1,000 shares of Cloudflare worth $245K as of Q2 2026.
  • Cloudflare was a new Hudson Bay Capital Management position in Q2 2026.
  • Cloudflare made up ﹤0.01% of Hudson Bay Capital Management's portfolio in Q2 2026, its #1088 holding.
  • Hudson Bay Capital Management first reported a position in Cloudflare in Q1 2025 and has held it in 2 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.