JO
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John Overdeck’s Cloudflare NET Stock Holding History

John Overdeck’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 		$634M Sell
2,586,183
-233,654
-8% -$51.1M 0.46% 28
2026
Q1 		$582M Buy
2,819,837
+1,562,239
+124% +$298M 0.47% 28
2025
Q4 		$248M Buy
1,257,598
+20,634
+2% +$4.36M 0.35% 28
2025
Q3 		$265M Sell
1,236,964
-126,250
-9% -$25.8M 0.4% 17
2025
Q2 		$267M Sell
1,363,214
-20,803
-2% -$3.02M 0.47% 16
2025
Q1 		$156M Buy
1,384,017
+1,058,703
+325% +$140M 0.33% 62
2024
Q4 		$35M Sell
325,314
-650,998
-67% -$63.6M 0.08% 323
2024
Q3 		$79M Buy
976,312
+66,631
+7% +$5.36M 0.17% 136
2024
Q2 		$75.3M Sell
909,681
-907,966
-50% -$73.3M 0.17% 138
2024
Q1 		$176M Sell
1,817,647
-291,082
-14% -$26.4M 0.41% 49
2023
Q4 		$176M Buy
2,108,729
+422,608
+25% +$29.6M 0.4% 45
2023
Q3 		$106M Buy
1,686,121
+405,920
+32% +$26M 0.29% 82
2023
Q2 		$83.7M Sell
1,280,201
-64,713
-5% -$3.86M 0.21% 131
2023
Q1 		$82.9M Buy
1,344,914
+918,096
+215% +$50.2M 0.24% 111
2022
Q4 		$19.3M Buy
426,818
+185,889
+77% +$9.2M 0.06% 364
2022
Q3 		$13.3M Sell
240,929
-2,508,611
-91% -$149M 0.05% 414
2022
Q2 		$120M Buy
2,749,540
+1,678,682
+157% +$121M 0.4% 62
2022
Q1 		$128M Sell
1,070,858
-710,803
-40% -$74.1M 0.38% 55
2021
Q4 		$234M Buy
+1,781,661
New +$299M 0.5% 18
2021
Q2 		– Sell
-8,700
Closed -$720K – 4404
2021
Q1 		$611K Sell
8,700
-187,703
-96% -$14.5M ﹤0.01% 2739
2020
Q4 		$14.9M Buy
+196,403
New +$12.9M 0.04% 455

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

John Overdeck's NET Position: Q2 2026 in Review

John Overdeck reduced its Cloudflare (NET) stake by 8.3% in Q2 2026, selling an estimated $51.1M and leaving 2,586,183 shares worth $634M. The position accounts for 0.46% of the portfolio, ranked #28.

John Overdeck first reported a position in NET in Q4 2020 and has held it in 21 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • John Overdeck held 2,586,183 shares of Cloudflare worth $634M as of Q2 2026.
  • John Overdeck sold 233,654 Cloudflare shares in Q2 2026, an estimated $51.1M.
  • Cloudflare made up 0.46% of John Overdeck's portfolio in Q2 2026, its #28 holding.
  • John Overdeck first reported a position in Cloudflare in Q4 2020 and has held it in 21 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.