Reynders McVeigh Capital Management
NET icon

Reynders McVeigh Capital Management’s Cloudflare NET Stock Holding History

Reynders McVeigh 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 		$35M Sell
142,669
-2,741
-2% -$600K 1.55% 23
2026
Q1 		$30M Sell
145,410
-3,497
-2% -$667K 1.51% 25
2025
Q4 		$29.4M Buy
148,907
+121
+0.1% +$25.6K 1.38% 24
2025
Q3 		$31.9M Sell
148,786
-8,092
-5% -$1.65M 1.5% 23
2025
Q2 		$30.7M Sell
156,878
-1,004
-0.6% -$146K 1.53% 24
2025
Q1 		$17.8M Sell
157,882
-745
-0.5% -$98.8K 0.99% 36
2024
Q4 		$17.1M Buy
158,627
+6,981
+5% +$682K 0.9% 37
2024
Q3 		$12.3M Buy
151,646
+4,968
+3% +$399K 0.65% 41
2024
Q2 		$12.1M Buy
146,678
+17,924
+14% +$1.45M 0.69% 40
2024
Q1 		$12.5M Buy
128,754
+32,199
+33% +$2.92M 0.72% 42
2023
Q4 		$8.04M Buy
96,555
+47,597
+97% +$3.33M 0.51% 42
2023
Q3 		$3.09M Buy
48,958
+34,974
+250% +$2.24M 0.21% 63
2023
Q2 		$914K Buy
+13,984
New +$835K 0.06% 100

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Reynders McVeigh Capital Management's NET Position: Q2 2026 in Review

Reynders McVeigh Capital Management reduced its Cloudflare (NET) stake by 1.9% in Q2 2026, selling an estimated $600K and leaving 142,669 shares worth $35M. The position accounts for 1.55% of the portfolio, ranked #23.

Reynders McVeigh Capital Management first reported a position in NET in Q2 2023 and has held it in 13 quarters since. 1,228 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Reynders McVeigh Capital Management held 142,669 shares of Cloudflare worth $35M as of Q2 2026.
  • Reynders McVeigh Capital Management sold 2,741 Cloudflare shares in Q2 2026, an estimated $600K.
  • Cloudflare made up 1.55% of Reynders McVeigh Capital Management's portfolio in Q2 2026, its #23 holding.
  • Reynders McVeigh Capital Management first reported a position in Cloudflare in Q2 2023 and has held it in 13 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Reynders McVeigh Capital Management's 13F filing for Q2 2026, filed 15 Sep 2026.