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Morgens Waterfall Vintiadis & Co’s Cloudflare NET Stock Holding History

Morgens Waterfall Vintiadis & Co’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 		$2.82M Buy
+11,500
New +$2.52M 2.15% 17
2024
Q2 		– Sell
-6,500
Closed -$629K – 35
2024
Q1 		$629K Sell
6,500
-3,500
-35% -$317K 0.43% 29
2023
Q4 		$833K Buy
+10,000
New +$699K 0.62% 27

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

Morgens Waterfall Vintiadis & Co's NET Position: Q2 2026 in Review

Morgens Waterfall Vintiadis & Co opened a new position in Cloudflare (NET) in Q2 2026: 11,500 shares worth $2.82M. The stake represents 2.15% of the portfolio and ranks #17 among its holdings. This is a return to the name: Morgens Waterfall Vintiadis & Co previously reported a position in NET as recently as Q1 2024.

Morgens Waterfall Vintiadis & Co first reported a position in NET in Q4 2023 and has held it in 3 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Morgens Waterfall Vintiadis & Co held 11,500 shares of Cloudflare worth $2.82M as of Q2 2026.
  • Cloudflare was a new Morgens Waterfall Vintiadis & Co position in Q2 2026.
  • Cloudflare made up 2.15% of Morgens Waterfall Vintiadis & Co's portfolio in Q2 2026, its #17 holding.
  • Morgens Waterfall Vintiadis & Co first reported a position in Cloudflare in Q4 2023 and has held it in 3 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q2 2026, filed 14 Aug 2026.