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Sivia Capital Partners’s Cloudflare NET Stock Holding History

Sivia Capital 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 		$650K Buy
2,648
+845
+47% +$185K 0.08% 288
2026
Q1 		$372K Sell
1,803
-1,524
-46% -$291K 0.07% 317
2025
Q4 		$656K Buy
3,327
+1,157
+53% +$245K 0.13% 203
2025
Q3 		$466K Buy
2,170
+6
+0.3% +$1.23K 0.13% 191
2025
Q2 		$424K Buy
+2,164
New +$314K 0.14% 168

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sivia Capital Partners's NET Position: Q2 2026 in Review

Sivia Capital Partners increased its Cloudflare (NET) stake by 47% in Q2 2026, buying an estimated $185K and bringing the position to 2,648 shares worth $650K. The position accounts for 0.08% of the portfolio, ranked #288.

Sivia Capital Partners first reported a position in NET in Q2 2025 and has held it in 5 quarters since. The position peaked at $656K in Q4 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Sivia Capital Partners held 2,648 shares of Cloudflare worth $650K as of Q2 2026.
  • Sivia Capital Partners bought 845 Cloudflare shares in Q2 2026, an estimated $185K.
  • Cloudflare made up 0.08% of Sivia Capital Partners's portfolio in Q2 2026, its #288 holding.
  • Sivia Capital Partners first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • Sivia Capital Partners's Cloudflare position peaked at $656K in Q4 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.