IC
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Iconiq Capital’s Cloudflare NET Stock Holding History

Iconiq Capital’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 		$5.67M Hold
23,136
– – 0.16% 31
2026
Q1 		$4.77M Hold
23,136
– – 0.11% 38
2025
Q4 		$4.56M Hold
23,136
– – 0.07% 43
2025
Q3 		$4.96M Buy
23,136
+21,000
+983% +$4.29M 0.06% 43
2025
Q2 		$418K Buy
2,136
+126
+6% +$18.3K 0.01% 218
2025
Q1 		$227K Buy
+2,010
New +$266K ﹤0.01% 341

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

Iconiq Capital's NET Position: Q2 2026 in Review

Iconiq Capital held its Cloudflare (NET) position steady in Q2 2026 at 23,136 shares worth $5.67M. The position accounts for 0.16% of the portfolio, ranked #31.

Iconiq Capital 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.

  • Iconiq Capital held 23,136 shares of Cloudflare worth $5.67M as of Q2 2026.
  • Iconiq Capital left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 0.16% of Iconiq Capital's portfolio in Q2 2026, its #31 holding.
  • Iconiq Capital 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 Iconiq Capital's 13F filing for Q2 2026, filed 13 Aug 2026.