Shay Capital’s Cloudflare NET Stock Holding History

Shay 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 Q2	–	Sell	-5,000	Closed	-$1.09M	–	596
2026 Q1	$1.03M	Buy	+5,000	New	+$953K	0.09%	172
2023 Q2	–	Sell	-5,000	Closed	-$308K	–	527
2023 Q1	$308K	Buy	+5,000	New	+$273K	0.06%	237

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

Shay Capital's NET Position: Q2 2026 in Review

Shay Capital sold out of Cloudflare (NET) in Q2 2026, closing a stake of 5,000 shares — an estimated $1.09M sold.

Shay Capital first reported a position in NET in Q1 2023 and held it in 2 quarters. The position peaked at $1.03M in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Shay Capital reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
Shay Capital sold 5,000 Cloudflare shares in Q2 2026, an estimated $1.09M.
Shay Capital first reported a position in Cloudflare in Q1 2023 and held it in 2 quarters.
Shay Capital's Cloudflare position peaked at $1.03M in Q1 2026.
1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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