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Parkwood LLC’s Cloudflare NET Stock Holding History

Parkwood LLC’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 		$19.7M Sell
80,411
-29,589
-27% -$6.47M 1.41% 25
2026
Q1 		$22.7M Buy
110,000
+3,986
+4% +$760K 2.01% 11
2025
Q4 		$20.9M Buy
106,014
+18,264
+21% +$3.86M 1.62% 16
2025
Q3 		$18.8M Buy
+87,750
New +$17.9M 1.71% 13
2024
Q2 		– Sell
-7,602
Closed -$736K – 186
2024
Q1 		$736K Buy
7,602
+4,179
+122% +$378K 0.07% 157
2023
Q4 		$285K Sell
3,423
-3,421
-50% -$239K 0.03% 119
2023
Q3 		$431K Sell
6,844
-4,262
-38% -$273K 0.05% 102
2023
Q2 		$726K Buy
11,106
+3,949
+55% +$236K 0.13% 95
2023
Q1 		$441K Sell
7,157
-2,871
-29% -$157K 0.06% 118
2022
Q4 		$453K Buy
10,028
+2,841
+40% +$141K 0.07% 112
2022
Q3 		$398K Sell
7,187
-4,654
-39% -$276K 0.06% 121
2022
Q2 		$518K Buy
11,841
+8,211
+226% +$591K 0.09% 109
2022
Q1 		$435K Buy
3,630
+1,973
+119% +$206K 0.07% 103
2021
Q4 		$218K Sell
1,657
-3,423
-67% -$574K 0.04% 112
2021
Q3 		$572K Buy
+5,080
New +$607K 0.07% 100

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

Parkwood LLC's NET Position: Q2 2026 in Review

Parkwood LLC reduced its Cloudflare (NET) stake by 27% in Q2 2026, selling an estimated $6.47M and leaving 80,411 shares worth $19.7M. The position accounts for 1.41% of the portfolio, ranked #25.

Parkwood LLC first reported a position in NET in Q3 2021 and has held it in 15 quarters since. The position peaked at $22.7M in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Parkwood LLC held 80,411 shares of Cloudflare worth $19.7M as of Q2 2026.
  • Parkwood LLC sold 29,589 Cloudflare shares in Q2 2026, an estimated $6.47M.
  • Cloudflare made up 1.41% of Parkwood LLC's portfolio in Q2 2026, its #25 holding.
  • Parkwood LLC first reported a position in Cloudflare in Q3 2021 and has held it in 15 quarters since.
  • Parkwood LLC's Cloudflare position peaked at $22.7M in Q1 2026.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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