KCM
NET icon

KRS Capital Management’s Cloudflare NET Stock Holding History

KRS Capital 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 		$236K Buy
+962
New +$210K 0.11% 112
2025
Q4 		– Sell
-962
Closed -$206K – 121
2025
Q3 		$206K Buy
+962
New +$196K 0.12% 110
2022
Q1 		– Sell
-1,377
Closed -$181K – 263
2021
Q4 		$181K Buy
+1,377
New +$231K 0.16% 128

Other funds holding NET

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

KRS Capital Management's NET Position: Q2 2026 in Review

KRS Capital Management opened a new position in Cloudflare (NET) in Q2 2026: 962 shares worth $236K. The stake represents 0.11% of the portfolio and ranks #112 among its holdings. This is a return to the name: KRS Capital Management previously reported a position in NET as recently as Q3 2025.

KRS Capital Management first reported a position in NET in Q4 2021 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • KRS Capital Management held 962 shares of Cloudflare worth $236K as of Q2 2026.
  • Cloudflare was a new KRS Capital Management position in Q2 2026.
  • Cloudflare made up 0.11% of KRS Capital Management's portfolio in Q2 2026, its #112 holding.
  • KRS Capital Management first reported a position in Cloudflare in Q4 2021 and has held it in 3 quarters since.
  • 440 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on KRS Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.