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Numerai’s Cloudflare NET Stock Holding History

Numerai’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 		$1.86M Sell
7,600
-453
-6% -$99.1K 0.15% 237
2026
Q1 		$1.66M Sell
8,053
-14,814
-65% -$2.82M 0.17% 190
2025
Q4 		$4.51M Buy
22,867
+13,377
+141% +$2.83M 0.54% 32
2025
Q3 		$2.04M Sell
9,490
-8,530
-47% -$1.74M 0.29% 98
2025
Q2 		$3.53M Buy
18,020
+3,515
+24% +$510K 0.51% 56
2025
Q1 		$1.63M Buy
+14,505
New +$1.92M 0.31% 85
2024
Q3 		– Sell
-19,380
Closed -$1.61M – 418
2024
Q2 		$1.61M Buy
+19,380
New +$1.56M 0.58% 42
2023
Q4 		– Sell
-12,574
Closed -$793K – 283
2023
Q3 		$793K Buy
+12,574
New +$805K 0.26% 109

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

Numerai's NET Position: Q2 2026 in Review

Numerai reduced its Cloudflare (NET) stake by 5.6% in Q2 2026, selling an estimated $99.1K and leaving 7,600 shares worth $1.86M. The position accounts for 0.15% of the portfolio, ranked #237.

Numerai first reported a position in NET in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.51M in Q4 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Numerai held 7,600 shares of Cloudflare worth $1.86M as of Q2 2026.
  • Numerai sold 453 Cloudflare shares in Q2 2026, an estimated $99.1K.
  • Cloudflare made up 0.15% of Numerai's portfolio in Q2 2026, its #237 holding.
  • Numerai first reported a position in Cloudflare in Q3 2023 and has held it in 8 quarters since.
  • Numerai's Cloudflare position peaked at $4.51M in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.