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Stonekeep Investments’s Cloudflare NET Stock Holding History

Stonekeep Investments’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 		$351K Buy
1,430
+35
+3% +$7.66K 0.2% 52
2026
Q1 		$288K Buy
1,395
+5
+0.4% +$953 0.19% 50
2025
Q4 		$274K Buy
1,390
+3
+0.2% +$635 0.18% 51
2025
Q3 		$298K Sell
1,387
-16
-1% -$3.27K 0.19% 53
2025
Q2 		$275K Buy
+1,403
New +$204K 0.19% 55

Other funds holding NET

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Stonekeep Investments's NET Position: Q2 2026 in Review

Stonekeep Investments increased its Cloudflare (NET) stake by 2.5% in Q2 2026, buying an estimated $7.66K and bringing the position to 1,430 shares worth $351K. The position accounts for 0.2% of the portfolio, ranked #52.

Stonekeep Investments first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 440 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Stonekeep Investments held 1,430 shares of Cloudflare worth $351K as of Q2 2026.
  • Stonekeep Investments bought 35 Cloudflare shares in Q2 2026, an estimated $7.66K.
  • Cloudflare made up 0.2% of Stonekeep Investments's portfolio in Q2 2026, its #52 holding.
  • Stonekeep Investments first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 440 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Stonekeep Investments's 13F filing for Q2 2026, filed 10 Jul 2026.