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Michael Gelband’s Cloudflare NET Stock Holding History

Michael Gelband’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 		$24.5M Buy
+100,016
New +$21.9M 0.16% 100
2025
Q3 		– Sell
-11,051
Closed -$2.16M – 1858
2025
Q2 		$2.16M Buy
+11,051
New +$1.6M 0.02% 721
2025
Q1 		– Sell
-86,218
Closed -$9.28M – 1819
2024
Q4 		$9.28M Buy
+86,218
New +$8.42M 0.06% 287
2024
Q2 		– Sell
-87,689
Closed -$8.49M – 1820
2024
Q1 		$8.49M Buy
87,689
+57,861
+194% +$5.24M 0.06% 235
2023
Q4 		$2.48M Buy
29,828
+25,328
+563% +$1.77M 0.02% 516
2023
Q3 		$284K Buy
+4,500
New +$288K ﹤0.01% 1435
2023
Q2 		– Sell
-55,990
Closed -$3.45M – 2121
2023
Q1 		$3.45M Buy
55,990
+46,731
+505% +$2.56M 0.03% 660
2022
Q4 		$419K Sell
9,259
-39,863
-81% -$1.97M 0.01% 1244
2022
Q3 		$2.72M Buy
+49,122
New +$2.92M 0.04% 643
2022
Q1 		– Sell
-14,454
Closed -$1.9M – 2523
2021
Q4 		$1.9M Buy
14,454
+8,266
+134% +$1.39M 0.02% 781
2021
Q3 		$697K Buy
+6,188
New +$739K 0.01% 1212
2020
Q4 		– Sell
-168,043
Closed -$6.9M – 2240
2020
Q3 		$6.9M Buy
168,043
+138,697
+473% +$5.31M 0.14% 135
2020
Q2 		$1.05M Buy
+29,346
New +$820K 0.03% 717
2019
Q4 		– Sell
-30,531
Closed -$567K – 1758
2019
Q3 		$567K Buy
+30,531
New +$591K 0.02% 602

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

Michael Gelband's NET Position: Q2 2026 in Review

Michael Gelband opened a new position in Cloudflare (NET) in Q2 2026: 100,016 shares worth $24.5M. The stake represents 0.16% of the portfolio and ranks #100 among its holdings. This is a return to the name: Michael Gelband previously reported a position in NET as recently as Q2 2025.

Michael Gelband first reported a position in NET in Q3 2019 and has held it in 14 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Michael Gelband held 100,016 shares of Cloudflare worth $24.5M as of Q2 2026.
  • Cloudflare was a new Michael Gelband position in Q2 2026.
  • Cloudflare made up 0.16% of Michael Gelband's portfolio in Q2 2026, its #100 holding.
  • Michael Gelband first reported a position in Cloudflare in Q3 2019 and has held it in 14 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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