PCA
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Pallas Capital Advisors’s Cloudflare NET Stock Holding History

Pallas Capital Advisors’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 		$1.29M Buy
5,245
+974
+23% +$213K 0.04% 297
2026
Q1 		$881K Buy
4,271
+108
+3% +$20.6K 0.03% 350
2025
Q4 		$821K Buy
4,163
+51
+1% +$10.8K 0.03% 404
2025
Q3 		$882K Buy
4,112
+8
+0.2% +$1.63K 0.03% 366
2025
Q2 		$804K Buy
4,104
+1,178
+40% +$171K 0.03% 379
2025
Q1 		$330K Buy
2,926
+151
+5% +$20K 0.01% 573
2024
Q4 		$299K Buy
2,775
+7
+0.3% +$684 0.01% 470
2024
Q3 		$248K Buy
+2,768
New +$223K 0.01% 518

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pallas Capital Advisors's NET Position: Q2 2026 in Review

Pallas Capital Advisors increased its Cloudflare (NET) stake by 23% in Q2 2026, buying an estimated $213K and bringing the position to 5,245 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #297.

Pallas Capital Advisors first reported a position in NET in Q3 2024 and has held it in 8 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Pallas Capital Advisors held 5,245 shares of Cloudflare worth $1.29M as of Q2 2026.
  • Pallas Capital Advisors bought 974 Cloudflare shares in Q2 2026, an estimated $213K.
  • Cloudflare made up 0.04% of Pallas Capital Advisors's portfolio in Q2 2026, its #297 holding.
  • Pallas Capital Advisors first reported a position in Cloudflare in Q3 2024 and has held it in 8 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.