Sterling Capital Management’s Cloudflare NET Stock Holding History

Sterling 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 Q2	$3.14M	Buy	12,812 +1,104	+9%	+$242K	0.05%	270
2026 Q1	$2.42M	Sell	11,708 -5,682	-33%	-$1.08M	0.05%	295
2025 Q4	$3.43M	Buy	17,390 +1,791	+11%	+$379K	0.06%	251
2025 Q3	$3.35M	Sell	15,599 -14,435	-48%	-$2.95M	0.05%	254
2025 Q2	$5.88M	Buy	30,034 +29,013	+2,842%	+$4.21M	0.08%	164
2025 Q1	$115K	Sell	1,021 -3,817	-79%	-$506K	﹤0.01%	1284
2024 Q4	$521K	Sell	4,838 -620	-11%	-$60.6K	0.01%	882
2024 Q3	$441K	Buy	+5,458	New	+$439K	0.01%	923

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sterling Capital Management's NET Position: Q2 2026 in Review

Sterling Capital Management increased its Cloudflare (NET) stake by 9.4% in Q2 2026, buying an estimated $242K and bringing the position to 12,812 shares worth $3.14M. The position accounts for 0.05% of the portfolio, ranked #270.

Sterling Capital Management first reported a position in NET in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.88M in Q2 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Sterling Capital Management held 12,812 shares of Cloudflare worth $3.14M as of Q2 2026.
Sterling Capital Management bought 1,104 Cloudflare shares in Q2 2026, an estimated $242K.
Cloudflare made up 0.05% of Sterling Capital Management's portfolio in Q2 2026, its #270 holding.
Sterling Capital Management first reported a position in Cloudflare in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Cloudflare position peaked at $5.88M in Q2 2025.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.