MCM
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Moore Capital Management’s Cloudflare NET Stock Holding History

Moore 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 		$1.2M Sell
4,891
-5,645
-54% -$1.23M 0.02% 464
2026
Q1 		$2.17M Buy
10,536
+2,492
+31% +$475K 0.04% 268
2025
Q4 		$1.59M Buy
8,044
+6,755
+524% +$1.43M 0.02% 406
2025
Q3 		$277K Sell
1,289
-3,747
-74% -$765K ﹤0.01% 502
2025
Q2 		$986K Buy
+5,036
New +$731K 0.01% 382
2025
Q1 		– Sell
-5,244
Closed -$565K – 580
2024
Q4 		$565K Buy
+5,244
New +$512K 0.01% 414
2024
Q1 		– Sell
-45,674
Closed -$3.8M – 503
2023
Q4 		$3.8M Buy
+45,674
New +$3.19M 0.07% 183
2021
Q1 		– Sell
-16,843
Closed -$1.28M – 748
2020
Q4 		$1.28M Buy
+16,843
New +$1.1M 0.01% 393

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

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

Moore Capital Management reduced its Cloudflare (NET) stake by 54% in Q2 2026, selling an estimated $1.23M and leaving 4,891 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #464.

Moore Capital Management first reported a position in NET in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.8M in Q4 2023. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Moore Capital Management held 4,891 shares of Cloudflare worth $1.2M as of Q2 2026.
  • Moore Capital Management sold 5,645 Cloudflare shares in Q2 2026, an estimated $1.23M.
  • Cloudflare made up 0.02% of Moore Capital Management's portfolio in Q2 2026, its #464 holding.
  • Moore Capital Management first reported a position in Cloudflare in Q4 2020 and has held it in 8 quarters since.
  • Moore Capital Management's Cloudflare position peaked at $3.8M in Q4 2023.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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