QCM
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QRG Capital Management’s Cloudflare NET Stock Holding History

QRG 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 		$21.9M Buy
89,277
+18,914
+27% +$4.14M 0.18% 101
2026
Q1 		$14.5M Buy
70,363
+12,254
+21% +$2.34M 0.15% 130
2025
Q4 		$11.5M Buy
58,109
+6,201
+12% +$1.31M 0.13% 147
2025
Q3 		$11.1M Sell
51,908
-9,281
-15% -$1.89M 0.13% 143
2025
Q2 		$12M Sell
61,189
-3,962
-6% -$575K 0.1% 188
2025
Q1 		$7.34M Buy
65,151
+16,770
+35% +$2.22M 0.08% 242
2024
Q4 		$5.21M Sell
48,381
-576
-1% -$56.3K 0.05% 283
2024
Q3 		$3.96M Sell
48,957
-7,582
-13% -$609K 0.04% 324
2024
Q2 		$4.68M Sell
56,539
-71,223
-56% -$5.75M 0.06% 276
2024
Q1 		$12.4M Sell
127,762
-4,866
-4% -$441K 0.16% 140
2023
Q4 		$11M Sell
132,628
-12,761
-9% -$893K 0.16% 140
2023
Q3 		$9.17M Buy
+145,389
New +$9.31M 0.16% 146

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

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

QRG Capital Management increased its Cloudflare (NET) stake by 27% in Q2 2026, buying an estimated $4.14M and bringing the position to 89,277 shares worth $21.9M. The position accounts for 0.18% of the portfolio, ranked #101.

QRG Capital Management first reported a position in NET in Q3 2023 and has held it in 12 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • QRG Capital Management held 89,277 shares of Cloudflare worth $21.9M as of Q2 2026.
  • QRG Capital Management bought 18,914 Cloudflare shares in Q2 2026, an estimated $4.14M.
  • Cloudflare made up 0.18% of QRG Capital Management's portfolio in Q2 2026, its #101 holding.
  • QRG Capital Management first reported a position in Cloudflare in Q3 2023 and has held it in 12 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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