PCM
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Prelude Capital Management’s Cloudflare NET Stock Holding History

Prelude 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 		$611K Sell
2,493
-1,395
-36% -$305K 0.04% 445
2026
Q1 		$802K Buy
3,888
+80
+2% +$15.3K 0.06% 354
2025
Q4 		$751K Sell
3,808
-549
-13% -$116K 0.06% 392
2025
Q3 		$935K Sell
4,357
-1,086
-20% -$222K 0.07% 318
2025
Q2 		$1.07M Sell
5,443
-1,182
-18% -$172K 0.1% 242
2025
Q1 		$747K Buy
+6,625
New +$878K 0.06% 386
2024
Q2 		– Sell
-2,125
Closed -$206K – 1399
2024
Q1 		$206K Sell
2,125
-7,110
-77% -$644K 0.01% 1096
2023
Q4 		$769K Buy
+9,235
New +$646K 0.05% 373
2023
Q3 		– Sell
-3,593
Closed -$235K – 1282
2023
Q2 		$235K Buy
+3,593
New +$214K 0.02% 772
2023
Q1 		– Sell
-21,913
Closed -$991K – 1365
2022
Q4 		$991K Buy
+21,913
New +$1.08M 0.05% 383
2022
Q1 		– Sell
-3,883
Closed -$511K – 2085
2021
Q4 		$511K Buy
+3,883
New +$651K 0.01% 988
2021
Q3 		– Sell
-8,237
Closed -$872K – 1927
2021
Q2 		$872K Buy
+8,237
New +$682K 0.03% 684
2020
Q2 		– Sell
-39,019
Closed -$1.09M – 2164
2020
Q1 		$916K Sell
39,019
-15,482
-28% -$301K 0.06% 221
2019
Q4 		$930K Buy
+54,501
New +$928K 0.04% 409

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

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

Prelude Capital Management reduced its Cloudflare (NET) stake by 36% in Q2 2026, selling an estimated $305K and leaving 2,493 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #445.

Prelude Capital Management first reported a position in NET in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.07M in Q2 2025. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Prelude Capital Management held 2,493 shares of Cloudflare worth $611K as of Q2 2026.
  • Prelude Capital Management sold 1,395 Cloudflare shares in Q2 2026, an estimated $305K.
  • Cloudflare made up 0.04% of Prelude Capital Management's portfolio in Q2 2026, its #445 holding.
  • Prelude Capital Management first reported a position in Cloudflare in Q4 2019 and has held it in 14 quarters since.
  • Prelude Capital Management's Cloudflare position peaked at $1.07M in Q2 2025.
  • 1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.