PSC
NET icon

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 		$15.8M Buy
64,500
+1,500
+2% +$328K 0.75% 38
2026
Q1 		$13M Buy
63,000
+14,200
+29% +$2.71M 0.5% 56
2025
Q4 		$9.62M Buy
48,800
+6,900
+16% +$1.46M 0.43% 53
2025
Q3 		$8.99M Sell
41,900
-61,300
-59% -$12.5M 0.4% 50
2025
Q2 		$20.2M Buy
103,200
+36,100
+54% +$5.24M 0.59% 38
2025
Q1 		$7.56M Buy
+67,100
New +$8.89M 0.2% 137

Other funds holding NET

Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
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
ST
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. 185 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.
  • 185 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.