SCM
NET icon

Silvant Capital Management’s Cloudflare NET Stock Holding History

Silvant 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
2026
Q1 		$17.6M Buy
85,523
+15,479
+22% +$2.95M 0.61% 26
2025
Q4 		$13.8M Buy
70,044
+5,067
+8% +$1.07M 0.47% 28
2025
Q3 		$13.9M Sell
64,977
-1,689
-3% -$345K 0.48% 27
2025
Q2 		$13.1M Buy
66,666
+47,339
+245% +$6.87M 0.49% 29
2025
Q1 		$2.18M Buy
+19,327
New +$2.56M 0.1% 117

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Silvant Capital Management's NET Position: Q1 2026 in Review

Silvant Capital Management increased its Cloudflare (NET) stake by 22% in Q1 2026, buying an estimated $2.95M and bringing the position to 85,523 shares worth $17.6M. The position accounts for 0.61% of the portfolio, ranked #26.

Silvant Capital Management first reported a position in NET in Q1 2025 and has held it in 5 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Silvant Capital Management held 85,523 shares of Cloudflare worth $17.6M as of Q1 2026.
  • Silvant Capital Management bought 15,479 Cloudflare shares in Q1 2026, an estimated $2.95M.
  • Cloudflare made up 0.61% of Silvant Capital Management's portfolio in Q1 2026, its #26 holding.
  • Silvant Capital Management first reported a position in Cloudflare in Q1 2025 and has held it in 5 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Silvant Capital Management's 13F filing for Q1 2026, filed 14 May 2026.