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Prescott Group Capital Management’s Cloudflare NET Stock Holding History

Prescott Group 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 		$12.1M Buy
49,395
+1,395
+3% +$305K 1.05% 17
2026
Q1 		$9.9M Hold
48,000
– – 0.99% 21
2025
Q4 		$9.46M Hold
48,000
– – 0.88% 22
2025
Q3 		$10.3M Hold
48,000
– – 1.09% 17
2025
Q2 		$9.4M Buy
48,000
+24,000
+100% +$3.48M 1.11% 15
2025
Q1 		$2.7M Hold
24,000
– – 0.39% 84
2024
Q4 		$2.58M Hold
24,000
– – 0.35% 96
2024
Q3 		$1.94M Hold
24,000
– – 0.28% 111
2024
Q2 		$1.99M Buy
+24,000
New +$1.94M 0.31% 100
2023
Q2 		– Sell
-77,566
Closed -$4.78M – 173
2023
Q1 		$4.78M Sell
77,566
-17,500
-18% -$957K 1.12% 19
2022
Q4 		$4.3M Sell
95,066
-48,000
-34% -$2.37M 0.94% 24
2022
Q3 		$7.91M Sell
143,066
-14,000
-9% -$831K 2.44% 7
2022
Q2 		$6.87M Buy
157,066
+85,838
+121% +$6.18M 1.84% 12
2022
Q1 		$8.53M Buy
71,228
+30,000
+73% +$3.13M 2.18% 8
2021
Q4 		$5.42M Sell
41,228
-1,000
-2% -$168K 1.23% 14
2021
Q3 		$4.76M Sell
42,228
-36,000
-46% -$4.3M 1.31% 12
2021
Q2 		$8.28M Sell
78,228
-54,358
-41% -$4.5M 2.34% 5
2021
Q1 		$9.31M Hold
132,586
– – 2.72% 6
2020
Q4 		$10.1M Hold
132,586
– – 2.92% 9
2020
Q3 		$5.44M Hold
132,586
– – 2.42% 12
2020
Q2 		$4.77M Sell
132,586
-14,414
-10% -$403K 2.36% 14
2020
Q1 		$3.45M Sell
147,000
-3,418
-2% -$66.5K 1.71% 16
2019
Q4 		$2.57M Buy
150,418
+91,418
+155% +$1.56M 0.89% 37
2019
Q3 		$1.1M Buy
+59,000
New +$1.14M 0.34% 81

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

Prescott Group Capital Management's NET Position: Q2 2026 in Review

Prescott Group Capital Management increased its Cloudflare (NET) stake by 2.9% in Q2 2026, buying an estimated $305K and bringing the position to 49,395 shares worth $12.1M. The position accounts for 1.05% of the portfolio, ranked #17.

Prescott Group Capital Management first reported a position in NET in Q3 2019 and has held it in 24 quarters since. 1,222 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Prescott Group Capital Management held 49,395 shares of Cloudflare worth $12.1M as of Q2 2026.
  • Prescott Group Capital Management bought 1,395 Cloudflare shares in Q2 2026, an estimated $305K.
  • Cloudflare made up 1.05% of Prescott Group Capital Management's portfolio in Q2 2026, its #17 holding.
  • Prescott Group Capital Management first reported a position in Cloudflare in Q3 2019 and has held it in 24 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Prescott Group Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.