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Semanteon Capital Management’s Cloudflare NET Stock Holding History

Semanteon 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
2025
Q2 		– Sell
-10,250
Closed -$1.16M – 210
2025
Q1 		$1.16M Buy
+10,250
New +$1.36M 0.63% 63
2024
Q3 		– Sell
-8,457
Closed -$700K – 271
2024
Q2 		$700K Sell
8,457
-4,243
-33% -$342K 0.5% 95
2024
Q1 		$1.23M Buy
+12,700
New +$1.15M 0.79% 51

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Semanteon Capital Management's NET Position: Q2 2025 in Review

Semanteon Capital Management sold out of Cloudflare (NET) in Q2 2025, closing a stake of 10,250 shares — an estimated $1.16M sold.

Semanteon Capital Management first reported a position in NET in Q1 2024 and held it in 3 quarters. The position peaked at $1.23M in Q1 2024. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

  • Semanteon Capital Management reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 10,250 Cloudflare shares in Q2 2025, an estimated $1.16M.
  • Semanteon Capital Management first reported a position in Cloudflare in Q1 2024 and held it in 3 quarters.
  • Semanteon Capital Management's Cloudflare position peaked at $1.23M in Q1 2024.
  • 946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Semanteon Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.