QL
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Quarry LP’s Cloudflare NET Stock Holding History

Quarry LP’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 		$54.2K Buy
+221
New +$48.3K ﹤0.01% 625
2026
Q1 		– Sell
-49
Closed -$9.66K – 1983
2025
Q4 		$9.66K Sell
49
-205
-81% -$43.4K ﹤0.01% 1424
2025
Q3 		$54.5K Buy
254
+158
+165% +$32.3K 0.01% 795
2025
Q2 		$18.8K Sell
96
-78
-45% -$11.3K ﹤0.01% 1202
2025
Q1 		$19.6K Buy
+174
New +$23.1K ﹤0.01% 1117
2024
Q4 		– Sell
-478
Closed -$38.7K – 1889
2024
Q3 		$38.7K Buy
478
+133
+39% +$10.7K 0.01% 852
2024
Q2 		$28.6K Buy
345
+146
+73% +$11.8K 0.01% 941
2024
Q1 		$19.3K Buy
199
+108
+119% +$9.78K ﹤0.01% 945
2023
Q4 		$7.58K Buy
+91
New +$6.37K ﹤0.01% 1162

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

Quarry LP's NET Position: Q2 2026 in Review

Quarry LP opened a new position in Cloudflare (NET) in Q2 2026: 221 shares worth $54.2K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Quarry LP previously reported a position in NET as recently as Q4 2025.

Quarry LP first reported a position in NET in Q4 2023 and has held it in 9 quarters since. The position peaked at $54.5K in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Quarry LP held 221 shares of Cloudflare worth $54.2K as of Q2 2026.
  • Cloudflare was a new Quarry LP position in Q2 2026.
  • Cloudflare made up ﹤0.01% of Quarry LP's portfolio in Q2 2026, its #625 holding.
  • Quarry LP first reported a position in Cloudflare in Q4 2023 and has held it in 9 quarters since.
  • Quarry LP's Cloudflare position peaked at $54.5K in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Quarry LP's 13F filing for Q2 2026, filed 14 Aug 2026.