Portman Square Capital’s Cloudflare NET Stock Holding History

Portman Square Capital’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	–	Sell	-7,278	Closed	-$1.59M	–	101
2026 Q1	$1.5M	Sell	7,278 -420	-5%	-$80.1K	0.06%	88
2025 Q4	$1.52M	Buy	7,698 +2,608	+51%	+$552K	0.07%	105
2025 Q3	$1.09M	Sell	5,090 -4,005	-44%	-$818K	0.05%	97
2025 Q2	$1.78M	Sell	9,095 -1,027	-10%	-$149K	0.05%	152
2025 Q1	$1.14M	Buy	+10,122	New	+$1.34M	0.03%	197

Other funds holding NET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CRB

Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Portman Square Capital's NET Position: Q2 2026 in Review

Portman Square Capital sold out of Cloudflare (NET) in Q2 2026, closing a stake of 7,278 shares — an estimated $1.59M sold.

Portman Square Capital first reported a position in NET in Q1 2025 and held it in 5 quarters. The position peaked at $1.78M in Q2 2025. 179 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Portman Square Capital reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
Portman Square Capital sold 7,278 Cloudflare shares in Q2 2026, an estimated $1.59M.
Portman Square Capital first reported a position in Cloudflare in Q1 2025 and held it in 5 quarters.
Portman Square Capital's Cloudflare position peaked at $1.78M in Q2 2025.
179 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Portman Square Capital's 13F filing for Q2 2026, filed 15 Jul 2026.