Robocap Asset Management’s Cloudflare NET Stock Holding History

Robocap Asset 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	$3.62M	Sell	14,759 -569	-4%	-$124K	2.92%	14
2026 Q1	$3.16M	Sell	15,328 -1,073	-7%	-$205K	3.38%	14
2025 Q4	$3.23M	Sell	16,401 -7,760	-32%	-$1.64M	2.89%	15
2025 Q3	$5.18M	Sell	24,161 -9,464	-28%	-$1.93M	3.31%	15
2025 Q2	$6.58M	Sell	33,625 -2,011	-6%	-$292K	4.15%	10
2025 Q1	$4.02M	Sell	35,636 -28,446	-44%	-$3.77M	3%	18
2024 Q4	$6.9M	Buy	+64,082	New	+$6.26M	4.62%	11

Other funds holding NET

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Robocap Asset Management's NET Position: Q2 2026 in Review

Robocap Asset Management reduced its Cloudflare (NET) stake by 3.7% in Q2 2026, selling an estimated $124K and leaving 14,759 shares worth $3.62M. The position accounts for 2.92% of the portfolio, ranked #14.

Robocap Asset Management first reported a position in NET in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.9M in Q4 2024. 440 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Robocap Asset Management held 14,759 shares of Cloudflare worth $3.62M as of Q2 2026.
Robocap Asset Management sold 569 Cloudflare shares in Q2 2026, an estimated $124K.
Cloudflare made up 2.92% of Robocap Asset Management's portfolio in Q2 2026, its #14 holding.
Robocap Asset Management first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
Robocap Asset Management's Cloudflare position peaked at $6.9M in Q4 2024.
440 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Robocap Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.