SFM
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Soros Fund Management’s Cloudflare NET Stock Holding History

Soros Fund 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
2024
Q2 		– Sell
-1,500,000
Closed -$145M – 210
2024
Q1 		$145M Buy
1,500,000
+991,700
+195% +$89.8M 2.41% 6
2023
Q4 		$42.3M Buy
508,300
+8,300
+2% +$581K 0.55% 56
2023
Q3 		$31.5M Buy
500,000
+100,000
+25% +$6.4M 0.45% 59
2023
Q2 		$26.1M Buy
+400,000
New +$23.9M 0.41% 72

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

Soros Fund Management's NET Position: Q2 2026 in Review

Soros Fund Management reduced its Cloudflare (NET) stake by 59% in Q2 2026, selling an estimated $1.38M and leaving 4,467 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #223.

Soros Fund Management first reported a position in NET in Q1 2024 and has held it in 4 quarters since. The position peaked at $17.9M in Q1 2024. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Soros Fund Management held 4,467 shares of Cloudflare worth $1.1M as of Q2 2026.
  • Soros Fund Management sold 6,314 Cloudflare shares in Q2 2026, an estimated $1.38M.
  • Cloudflare made up 0.01% of Soros Fund Management's portfolio in Q2 2026, its #223 holding.
  • Soros Fund Management first reported a position in Cloudflare in Q1 2024 and has held it in 4 quarters since.
  • Soros Fund Management's Cloudflare position peaked at $17.9M in Q1 2024.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Soros Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.