KC
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Kadensa Capital’s Cloudflare NET Stock Holding History

Kadensa 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 		– Sell
-36,953
Closed -$7.62M – 40
2026
Q1 		$7.62M Buy
+36,953
New +$7.05M 1.06% 33
2024
Q4 		– Sell
-26,832
Closed -$2.17M – 59
2024
Q3 		$2.17M Buy
26,832
+5,926
+28% +$476K 0.57% 26
2024
Q2 		$1.73M Buy
20,906
+10,563
+102% +$852K 0.41% 31
2024
Q1 		$1M Buy
+10,343
New +$937K 0.27% 38

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

Kadensa Capital's NET Position: Q2 2026 in Review

Kadensa Capital sold out of Cloudflare (NET) in Q2 2026, closing a stake of 36,953 shares — an estimated $7.62M sold.

Kadensa Capital first reported a position in NET in Q1 2024 and held it in 4 quarters. The position peaked at $7.62M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Kadensa Capital reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Kadensa Capital sold 36,953 Cloudflare shares in Q2 2026, an estimated $7.62M.
  • Kadensa Capital first reported a position in Cloudflare in Q1 2024 and held it in 4 quarters.
  • Kadensa Capital's Cloudflare position peaked at $7.62M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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