KP Management’s Cloudflare NET Stock Holding History

KP Management’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	$1.84M	Buy	+7,500	New	+$1.64M	0.35%	72

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KP Management's NET Position: Q2 2026 in Review

KP Management reduced its Cloudflare (NET) stake by 57% in Q2 2026, selling an estimated $2.19M and leaving 7,500 shares worth $1.84M. The position accounts for 0.35% of the portfolio, ranked #73.

KP Management first reported a position in NET in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.96M in Q3 2025. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

KP Management held 7,500 shares of Cloudflare worth $1.84M as of Q2 2026.
KP Management sold 10,000 Cloudflare shares in Q2 2026, an estimated $2.19M.
Cloudflare made up 0.35% of KP Management's portfolio in Q2 2026, its #73 holding.
KP Management first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
KP Management's Cloudflare position peaked at $5.96M in Q3 2025.
1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on KP Management's 13F filing for Q2 2026, filed 14 Aug 2026.