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 		$3.04M Buy
12,400
+4,900
+65% +$1.07M ﹤0.01% 2610
2026
Q1 		$1.55M Buy
7,500
+4,500
+150% +$858K ﹤0.01% 2958
2025
Q4 		$591K Buy
+3,000
New +$635K ﹤0.01% 3214
2022
Q1 		– Sell
-100,700
Closed -$13.2M – 3767
2021
Q4 		$13.2M Buy
100,700
+14,300
+17% +$2.4M 0.03% 655
2021
Q3 		$9.73M Buy
86,400
+45,400
+111% +$5.42M 0.02% 792
2021
Q2 		$4.34M Buy
41,000
+18,800
+85% +$1.56M 0.01% 1292
2021
Q1 		$1.56M Sell
22,200
-8,900
-29% -$686K ﹤0.01% 1902
2020
Q4 		$2.36M Sell
31,100
-86,500
-74% -$5.67M 0.01% 1391
2020
Q3 		$4.83M Buy
+117,600
New +$4.5M 0.02% 809

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.