STP
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Science & Technology Partners’s Cloudflare NET Stock Holding History

Science & Technology Partners’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 		$547K Sell
2,229
-104,296
-98% -$22.8M 0.09% 60
2026
Q1 		$22M Buy
+106,525
New +$20.3M 5.75% 4
2025
Q4 		– Sell
-24,312
Closed -$5.22M – 31
2025
Q3 		$5.22M Buy
+24,312
New +$4.96M 1.45% 22

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

Science & Technology Partners's NET Position: Q2 2026 in Review

Science & Technology Partners reduced its Cloudflare (NET) stake by 98% in Q2 2026, selling an estimated $22.8M and leaving 2,229 shares worth $547K. The position accounts for 0.09% of the portfolio, ranked #60.

Science & Technology Partners first reported a position in NET in Q3 2025 and has held it in 3 quarters since. The position peaked at $22M in Q1 2026. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Science & Technology Partners held 2,229 shares of Cloudflare worth $547K as of Q2 2026.
  • Science & Technology Partners sold 104,296 Cloudflare shares in Q2 2026, an estimated $22.8M.
  • Cloudflare made up 0.09% of Science & Technology Partners's portfolio in Q2 2026, its #60 holding.
  • Science & Technology Partners first reported a position in Cloudflare in Q3 2025 and has held it in 3 quarters since.
  • Science & Technology Partners's Cloudflare position peaked at $22M in Q1 2026.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Science & Technology Partners's 13F filing for Q2 2026, filed 14 Aug 2026.