MGM
NET icon

Manchester Global Management’s Cloudflare NET Stock Holding History

Manchester Global 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 		$17.5M Hold
71,303
– – 1.93% 18
2026
Q1 		$14.7M Buy
71,303
+11,793
+20% +$2.25M 1.96% 20
2025
Q4 		$11.7M Sell
59,510
-4,490
-7% -$950K 1.58% 20
2025
Q3 		$13.7M Hold
64,000
– – 1.81% 18
2025
Q2 		$12.5M Buy
+64,000
New +$9.29M 1.81% 19

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

Manchester Global Management's NET Position: Q2 2026 in Review

Manchester Global Management held its Cloudflare (NET) position steady in Q2 2026 at 71,303 shares worth $17.5M. The position accounts for 1.93% of the portfolio, ranked #18.

Manchester Global Management first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Manchester Global Management held 71,303 shares of Cloudflare worth $17.5M as of Q2 2026.
  • Manchester Global Management left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 1.93% of Manchester Global Management's portfolio in Q2 2026, its #18 holding.
  • Manchester Global Management first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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