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Slow Capital’s Cloudflare NET Stock Holding History

Slow 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 		$19.3M Buy
78,701
+2,794
+4% +$611K 2.25% 11
2026
Q1 		$15.7M Buy
75,907
+26,922
+55% +$5.13M 2.03% 13
2025
Q4 		$9.66M Sell
48,985
-1,870
-4% -$396K 1.15% 24
2025
Q3 		$10.9M Sell
50,855
-3,111
-6% -$635K 1.28% 17
2025
Q2 		$10.6M Sell
53,966
-50
-0.1% -$7.26K 1.29% 18
2025
Q1 		$6.09M Buy
54,016
+627
+1% +$83.1K 0.81% 34
2024
Q4 		$5.75M Buy
53,389
+787
+1% +$76.9K 0.81% 25
2024
Q3 		$4.25M Buy
+52,602
New +$4.23M 0.65% 46

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

Slow Capital's NET Position: Q2 2026 in Review

Slow Capital increased its Cloudflare (NET) stake by 3.7% in Q2 2026, buying an estimated $611K and bringing the position to 78,701 shares worth $19.3M. The position accounts for 2.25% of the portfolio, ranked #11.

Slow Capital first reported a position in NET in Q3 2024 and has held it in 8 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Slow Capital held 78,701 shares of Cloudflare worth $19.3M as of Q2 2026.
  • Slow Capital bought 2,794 Cloudflare shares in Q2 2026, an estimated $611K.
  • Cloudflare made up 2.25% of Slow Capital's portfolio in Q2 2026, its #11 holding.
  • Slow Capital first reported a position in Cloudflare in Q3 2024 and has held it in 8 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Slow Capital's 13F filing for Q2 2026, filed 22 Jul 2026.