Sciencast Management’s Cloudflare NET Stock Holding History

Sciencast 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	$705K	Sell	2,875 -28,169	-91%	-$6.16M	0.15%	169
2026 Q1	$6.41M	Buy	31,044 +23,723	+324%	+$4.52M	0.82%	2
2025 Q4	$1.44M	Buy	7,321 +2,761	+61%	+$584K	0.2%	163
2025 Q3	$979K	Buy	+4,560	New	+$931K	0.18%	161
2025 Q2	–	Sell	-25,800	Closed	-$2.91M	–	334
2025 Q1	$2.91M	Buy	+25,800	New	+$3.42M	0.67%	74
2023 Q2	–	Sell	-8,219	Closed	-$398K	–	290
2023 Q1	$398K	Buy	+8,219	New	+$449K	0.53%	89
2021 Q4	–	Sell	-3,928	Closed	-$610K	–	569
2021 Q3	$610K	Buy	+3,928	New	+$469K	0.17%	178
2021 Q2	–	Sell	-10,200	Closed	-$742K	–	622
2021 Q1	$742K	Sell	10,200 -9,845	-49%	-$759K	0.15%	212
2020 Q4	$1.5M	Buy	+20,045	New	+$1.31M	0.31%	105
2020 Q3	–	Sell	-12,783	Closed	-$465K	–	494
2020 Q2	$465K	Buy	+12,783	New	+$357K	0.12%	274

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sciencast Management's NET Position: Q2 2026 in Review

Sciencast Management reduced its Cloudflare (NET) stake by 91% in Q2 2026, selling an estimated $6.16M and leaving 2,875 shares worth $705K. The position accounts for 0.15% of the portfolio, ranked #169.

Sciencast Management first reported a position in NET in Q2 2020 and has held it in 10 quarters since. The position peaked at $6.41M in Q1 2026. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Sciencast Management held 2,875 shares of Cloudflare worth $705K as of Q2 2026.
Sciencast Management sold 28,169 Cloudflare shares in Q2 2026, an estimated $6.16M.
Cloudflare made up 0.15% of Sciencast Management's portfolio in Q2 2026, its #169 holding.
Sciencast Management first reported a position in Cloudflare in Q2 2020 and has held it in 10 quarters since.
Sciencast Management's Cloudflare position peaked at $6.41M in Q1 2026.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Sciencast Management's 13F filing for Q2 2026, filed 28 Jul 2026.