S
NET icon

Sachetta’s Cloudflare NET Stock Holding History

Sachetta’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 		$25.5K Buy
104
+22
+27% +$4.81K 0.01% 267
2026
Q1 		$16.9K Sell
82
-3
-4% -$572 0.01% 337
2025
Q4 		$16.8K Hold
85
– – 0.01% 310
2025
Q3 		$18.2K Buy
85
+11
+15% +$2.25K 0.01% 373
2025
Q2 		$14.5K Buy
74
+23
+45% +$3.34K 0.01% 386
2025
Q1 		$5.75K Hold
51
– – ﹤0.01% 531
2024
Q4 		$5.49K Sell
51
-7
-12% -$684 ﹤0.01% 574
2024
Q3 		$4.69K Sell
58
-9
-13% -$723 ﹤0.01% 640
2024
Q2 		$5.09K Buy
67
+25
+60% +$2.02K ﹤0.01% 588
2024
Q1 		$3.5K Hold
42
– – ﹤0.01% 592
2023
Q4 		$3.5K Buy
+42
New +$2.94K ﹤0.01% 592

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

Sachetta's NET Position: Q2 2026 in Review

Sachetta increased its Cloudflare (NET) stake by 27% in Q2 2026, buying an estimated $4.81K and bringing the position to 104 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #267.

Sachetta first reported a position in NET in Q4 2023 and has held it in 11 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Sachetta held 104 shares of Cloudflare worth $25.5K as of Q2 2026.
  • Sachetta bought 22 Cloudflare shares in Q2 2026, an estimated $4.81K.
  • Cloudflare made up 0.01% of Sachetta's portfolio in Q2 2026, its #267 holding.
  • Sachetta first reported a position in Cloudflare in Q4 2023 and has held it in 11 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.