QCM
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Qsemble Capital Management’s Cloudflare NET Stock Holding History

Qsemble 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 		– Sell
-7,296
Closed -$1.51M – 520
2026
Q1 		$1.51M Buy
+7,296
New +$1.39M 0.12% 228
2025
Q4 		– Sell
-8,659
Closed -$1.86M – 578
2025
Q3 		$1.86M Buy
+8,659
New +$1.77M 0.18% 174
2025
Q2 		– Sell
-23,734
Closed -$2.67M – 535
2025
Q1 		$2.67M Buy
23,734
+21,821
+1,141% +$2.89M 0.28% 132
2024
Q4 		$206K Buy
+1,913
New +$187K 0.03% 364

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

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

Qsemble Capital Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 7,296 shares — an estimated $1.51M sold.

Qsemble Capital Management first reported a position in NET in Q4 2024 and held it in 4 quarters. The position peaked at $2.67M in Q1 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Qsemble Capital Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Qsemble Capital Management sold 7,296 Cloudflare shares in Q2 2026, an estimated $1.51M.
  • Qsemble Capital Management first reported a position in Cloudflare in Q4 2024 and held it in 4 quarters.
  • Qsemble Capital Management's Cloudflare position peaked at $2.67M in Q1 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.