IC
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IEQ Capital’s Cloudflare NET Stock Holding History

IEQ 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 		$22.8M Buy
93,014
+43,468
+88% +$9.51M 0.11% 168
2026
Q1 		$10.2M Buy
49,546
+13,985
+39% +$2.67M 0.05% 351
2025
Q4 		$7.01M Sell
35,561
-11,921
-25% -$2.52M 0.02% 436
2025
Q3 		$10.2M Buy
47,482
+13,710
+41% +$2.8M 0.03% 322
2025
Q2 		$6.61M Buy
33,772
+18,912
+127% +$2.75M 0.04% 347
2025
Q1 		$1.67M Buy
14,860
+11,214
+308% +$1.49M 0.01% 623
2024
Q4 		$393K Sell
3,646
-9,321
-72% -$911K ﹤0.01% 926
2024
Q3 		$1.05M Buy
12,967
+2,828
+28% +$227K 0.01% 529
2024
Q2 		$840K Sell
10,139
-513
-5% -$41.4K 0.01% 517
2024
Q1 		$1.03M Sell
10,652
-499
-4% -$45.2K 0.01% 453
2023
Q4 		$928K Buy
11,151
+708
+7% +$49.5K 0.02% 437
2023
Q3 		$658K Buy
10,443
+3,360
+47% +$215K 0.01% 485
2023
Q2 		$463K Sell
7,083
-3,261
-32% -$195K 0.01% 560
2023
Q1 		$638K Sell
10,344
-5,447
-34% -$298K 0.01% 497
2022
Q4 		$714K Buy
15,791
+1,691
+12% +$83.7K 0.02% 426
2022
Q3 		$780K Sell
14,100
-7,541
-35% -$448K 0.02% 424
2022
Q2 		$946K Buy
21,641
+3,938
+22% +$284K 0.03% 318
2022
Q1 		$2.12M Buy
17,703
+994
+6% +$104K 0.05% 199
2021
Q4 		$2.2M Sell
16,709
-5,683
-25% -$952K 0.05% 188
2021
Q3 		$2.52M Buy
22,392
+12,608
+129% +$1.51M 0.07% 157
2021
Q2 		$1.04M Buy
9,784
+3,872
+65% +$321K 0.03% 249
2021
Q1 		$415K Buy
+5,912
New +$456K 0.02% 310

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

IEQ Capital's NET Position: Q2 2026 in Review

IEQ Capital increased its Cloudflare (NET) stake by 88% in Q2 2026, buying an estimated $9.51M and bringing the position to 93,014 shares worth $22.8M. The position accounts for 0.11% of the portfolio, ranked #168.

IEQ Capital first reported a position in NET in Q1 2021 and has held it in 22 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • IEQ Capital held 93,014 shares of Cloudflare worth $22.8M as of Q2 2026.
  • IEQ Capital bought 43,468 Cloudflare shares in Q2 2026, an estimated $9.51M.
  • Cloudflare made up 0.11% of IEQ Capital's portfolio in Q2 2026, its #168 holding.
  • IEQ Capital first reported a position in Cloudflare in Q1 2021 and has held it in 22 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.