Sapient Capital’s Cloudflare NET Stock Holding History

Sapient Capital’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 Q3	–	Sell	-883	Closed	-$217K	–	409
2026 Q2	$217K	Buy	+883	New	+$193K	﹤0.01%	374

Other funds holding NET

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PSC

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Sapient Capital's NET Position: Q3 2026 in Review

Sapient Capital sold out of Cloudflare (NET) in Q3 2026, closing a stake of 883 shares — an estimated $217K sold.

Sapient Capital first reported a position in NET in Q2 2026 and held it in 1 quarter. The position peaked at $217K in Q2 2026. 124 funds tracked by Wall St. Rank hold NET as of Q3 2026.

Sapient Capital reported no remaining Cloudflare position as of Q3 2026 after selling out during the quarter.
Sapient Capital sold 883 Cloudflare shares in Q3 2026, an estimated $217K.
Sapient Capital first reported a position in Cloudflare in Q2 2026 and held it in 1 quarter.
Sapient Capital's Cloudflare position peaked at $217K in Q2 2026.
124 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.