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Sandler Capital Management’s Cloudflare NET Stock Holding History

Sandler 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
-5,954
Closed -$1.23M – 156
2026
Q1 		$1.23M Buy
+5,954
New +$1.14M 0.64% 54
2025
Q3 		– Sell
-14,678
Closed -$2.87M – 178
2025
Q2 		$2.87M Sell
14,678
-6,915
-32% -$1M 0.78% 50
2025
Q1 		$2.43M Sell
21,593
-82,775
-79% -$11M 0.61% 65
2024
Q4 		$11.2M Buy
+104,368
New +$10.2M 1.17% 13
2021
Q3 		– Sell
-34,920
Closed -$3.7M – 121
2021
Q2 		$3.7M Buy
+34,920
New +$2.89M 0.29% 86

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

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

Sandler Capital Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 5,954 shares — an estimated $1.23M sold.

Sandler Capital Management first reported a position in NET in Q2 2021 and held it in 5 quarters. The position peaked at $11.2M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Sandler Capital Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Sandler Capital Management sold 5,954 Cloudflare shares in Q2 2026, an estimated $1.23M.
  • Sandler Capital Management first reported a position in Cloudflare in Q2 2021 and held it in 5 quarters.
  • Sandler Capital Management's Cloudflare position peaked at $11.2M in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.