MCM
NET icon

MV Capital Management’s Cloudflare NET Stock Holding History

MV 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 		$31.2K Buy
127
+19
+18% +$4.16K ﹤0.01% 403
2026
Q1 		$22.3K Buy
108
+25
+30% +$4.77K ﹤0.01% 434
2025
Q4 		$16.4K Buy
83
+2
+2% +$423 ﹤0.01% 465
2025
Q3 		$17.4K Hold
81
– – ﹤0.01% 451
2025
Q2 		$15.9K Buy
81
+20
+33% +$2.9K ﹤0.01% 471
2025
Q1 		$6.88K Buy
61
+4
+7% +$530 ﹤0.01% 574
2024
Q4 		$6.14K Buy
57
+19
+50% +$1.86K ﹤0.01% 582
2024
Q3 		$3.07K Buy
38
+16
+73% +$1.29K ﹤0.01% 666
2024
Q2 		$1.82K Hold
22
– – ﹤0.01% 662
2024
Q1 		$2.13K Buy
22
+17
+340% +$1.54K ﹤0.01% 657
2023
Q4 		$417 Buy
+5
New +$350 ﹤0.01% 686

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

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

MV Capital Management increased its Cloudflare (NET) stake by 18% in Q2 2026, buying an estimated $4.16K and bringing the position to 127 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

MV Capital Management first reported a position in NET in Q4 2023 and has held it in 11 quarters since. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • MV Capital Management held 127 shares of Cloudflare worth $31.2K as of Q2 2026.
  • MV Capital Management bought 19 Cloudflare shares in Q2 2026, an estimated $4.16K.
  • Cloudflare made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #403 holding.
  • MV Capital Management first reported a position in Cloudflare in Q4 2023 and has held it in 11 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.