MCC
NET icon

Malaga Cove Capital’s Cloudflare NET Stock Holding History

Malaga Cove 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 		$2.6M Sell
10,589
-205
-2% -$44.8K 0.83% 31
2026
Q1 		$2.23M Sell
10,794
-717
-6% -$137K 0.8% 31
2025
Q4 		$2.27M Buy
11,511
+27
+0.2% +$5.71K 0.79% 33
2025
Q3 		$2.46M Sell
11,484
-170
-1% -$34.7K 0.89% 29
2025
Q2 		$2.28M Sell
11,654
-383
-3% -$55.6K 0.9% 33
2025
Q1 		$1.36M Buy
12,037
+2,116
+21% +$281K 0.59% 50
2024
Q4 		$1.07M Sell
9,921
-137
-1% -$13.4K 0.42% 61
2024
Q3 		$814K Hold
10,058
– – 0.33% 81
2024
Q2 		$833K Sell
10,058
-24
-0.2% -$1.94K 0.34% 77
2024
Q1 		$976K Hold
10,082
– – 0.4% 66
2023
Q4 		$839K Sell
10,082
-1,347
-12% -$94.2K 0.35% 79
2023
Q3 		$720K Sell
11,429
-28
-0.2% -$1.79K 0.33% 87
2023
Q2 		$749K Buy
11,457
+3,160
+38% +$189K 0.35% 85
2023
Q1 		$512K Hold
8,297
– – 0.25% 106
2022
Q4 		$375K Sell
8,297
-1,392
-14% -$68.9K 0.2% 117
2022
Q3 		$536K Hold
9,689
– – 0.31% 94
2022
Q2 		$424K Hold
9,689
– – 0.24% 107
2022
Q1 		$1.16M Buy
9,689
+3,505
+57% +$365K 0.53% 66
2021
Q4 		$813K Buy
+6,184
New +$1.04M 0.32% 99

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

Malaga Cove Capital's NET Position: Q2 2026 in Review

Malaga Cove Capital reduced its Cloudflare (NET) stake by 1.9% in Q2 2026, selling an estimated $44.8K and leaving 10,589 shares worth $2.6M. The position accounts for 0.83% of the portfolio, ranked #31.

Malaga Cove Capital first reported a position in NET in Q4 2021 and has held it in 19 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Malaga Cove Capital held 10,589 shares of Cloudflare worth $2.6M as of Q2 2026.
  • Malaga Cove Capital sold 205 Cloudflare shares in Q2 2026, an estimated $44.8K.
  • Cloudflare made up 0.83% of Malaga Cove Capital's portfolio in Q2 2026, its #31 holding.
  • Malaga Cove Capital first reported a position in Cloudflare in Q4 2021 and has held it in 19 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Malaga Cove Capital's 13F filing for Q2 2026, filed 24 Jul 2026.