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Stony Point Capital’s Cloudflare NET Stock Holding History

Stony Point 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
Q1 		– Sell
-2,847
Closed -$561K – 34
2025
Q4 		$561K Sell
2,847
-63,506
-96% -$13.4M 0.04% 32
2025
Q3 		$14.2M Buy
+66,353
New +$13.5M 1% 32
2022
Q1 		– Sell
-95,748
Closed -$12.6M – 35
2021
Q4 		$12.6M Buy
95,748
+28,066
+41% +$4.7M 2.36% 27
2021
Q3 		$7.62M Sell
67,682
-87,302
-56% -$10.4M 2.09% 24
2021
Q2 		$16.4M Buy
154,984
+36,884
+31% +$3.05M 4.29% 7
2021
Q1 		$8.3M Buy
+118,100
New +$9.1M 2.66% 20

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stony Point Capital's NET Position: Q1 2026 in Review

Stony Point Capital sold out of Cloudflare (NET) in Q1 2026, closing a stake of 2,847 shares — an estimated $561K sold.

Stony Point Capital first reported a position in NET in Q1 2021 and held it in 6 quarters. The position peaked at $16.4M in Q2 2021. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Stony Point Capital reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Stony Point Capital sold 2,847 Cloudflare shares in Q1 2026, an estimated $561K.
  • Stony Point Capital first reported a position in Cloudflare in Q1 2021 and held it in 6 quarters.
  • Stony Point Capital's Cloudflare position peaked at $16.4M in Q2 2021.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Stony Point Capital's 13F filing for Q1 2026, filed 15 May 2026.