PCM
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Peregrine Capital Management’s Cloudflare NET Stock Holding History

Peregrine 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 		$94.4M Sell
384,759
-17,090
-4% -$3.74M 3.07% 3
2026
Q1 		$82.9M Sell
401,849
-26,482
-6% -$5.05M 3.08% 3
2025
Q4 		$84.4M Sell
428,331
-49,507
-10% -$10.5M 2.59% 4
2025
Q3 		$103M Sell
477,838
-123,915
-21% -$25.3M 3.09% 3
2025
Q2 		$118M Sell
601,753
-35,074
-6% -$5.09M 3.55% 2
2025
Q1 		$71.8M Sell
636,827
-24,855
-4% -$3.29M 2.38% 5
2024
Q4 		$71.2M Buy
661,682
+2,483
+0.4% +$243K 2.11% 5
2024
Q3 		$53.3M Sell
659,199
-5,746
-0.9% -$462K 1.61% 12
2024
Q2 		$55.1M Buy
664,945
+116,138
+21% +$9.37M 1.61% 12
2024
Q1 		$53.1M Sell
548,807
-9,086
-2% -$823K 1.52% 14
2023
Q4 		$46.5M Sell
557,893
-21,193
-4% -$1.48M 1.4% 16
2023
Q3 		$36.5M Sell
579,086
-273
-0% -$17.5K 1.09% 19
2023
Q2 		$37.9M Buy
579,359
+51,182
+10% +$3.05M 1.03% 19
2023
Q1 		$32.6M Buy
528,177
+3,791
+0.7% +$207K 0.94% 19
2022
Q4 		$23.7M Buy
524,386
+7,087
+1% +$351K 0.74% 21
2022
Q3 		$28.6M Sell
517,299
-4,924
-0.9% -$292K 0.93% 16
2022
Q2 		$22.8M Buy
522,223
+151,671
+41% +$10.9M 0.69% 26
2022
Q1 		$44.4M Buy
+370,552
New +$38.6M 1.05% 16

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

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

Peregrine Capital Management reduced its Cloudflare (NET) stake by 4.3% in Q2 2026, selling an estimated $3.74M and leaving 384,759 shares worth $94.4M. The position accounts for 3.07% of the portfolio, ranked #3.

Peregrine Capital Management first reported a position in NET in Q1 2022 and has held it in 18 quarters since. The position peaked at $118M in Q2 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Peregrine Capital Management held 384,759 shares of Cloudflare worth $94.4M as of Q2 2026.
  • Peregrine Capital Management sold 17,090 Cloudflare shares in Q2 2026, an estimated $3.74M.
  • Cloudflare made up 3.07% of Peregrine Capital Management's portfolio in Q2 2026, its #3 holding.
  • Peregrine Capital Management first reported a position in Cloudflare in Q1 2022 and has held it in 18 quarters since.
  • Peregrine Capital Management's Cloudflare position peaked at $118M in Q2 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Peregrine Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.