SPC
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Square Peg Capital’s Cloudflare NET Stock Holding History

Square Peg 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 		$7.9M Buy
32,199
+26,539
+469% +$5.81M 10.36% 6
2026
Q1 		$1.17M Buy
+5,660
New +$1.08M 1.55% 10
2025
Q3 		– Sell
-42,259
Closed -$8.28M – 9
2025
Q2 		$8.28M Sell
42,259
-4,358
-9% -$633K 6.68% 8
2025
Q1 		$5.25M Sell
46,617
-20,391
-30% -$2.7M 4.68% 9
2024
Q4 		$7.22M Buy
+67,008
New +$6.55M 6.62% 8

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

Square Peg Capital's NET Position: Q2 2026 in Review

Square Peg Capital increased its Cloudflare (NET) stake by 469% in Q2 2026, buying an estimated $5.81M and bringing the position to 32,199 shares worth $7.9M. The position accounts for 10.36% of the portfolio, ranked #6.

Square Peg Capital first reported a position in NET in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.28M in Q2 2025. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Square Peg Capital held 32,199 shares of Cloudflare worth $7.9M as of Q2 2026.
  • Square Peg Capital bought 26,539 Cloudflare shares in Q2 2026, an estimated $5.81M.
  • Cloudflare made up 10.36% of Square Peg Capital's portfolio in Q2 2026, its #6 holding.
  • Square Peg Capital first reported a position in Cloudflare in Q4 2024 and has held it in 5 quarters since.
  • Square Peg Capital's Cloudflare position peaked at $8.28M in Q2 2025.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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