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Strategy Capital’s Cloudflare NET Stock Holding History

Strategy 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 		$271M Sell
1,106,100
-32,517
-3% -$7.11M 16.72% 1
2026
Q1 		$235M Buy
1,138,617
+96,518
+9% +$18.4M 19.21% 1
2025
Q4 		$205M Sell
1,042,099
-120,839
-10% -$25.6M 15.15% 3
2025
Q3 		$250M Sell
1,162,938
-3,004
-0.3% -$613K 16.51% 3
2025
Q2 		$228M Buy
1,165,942
+50,374
+5% +$7.31M 15.37% 2
2025
Q1 		$126M Sell
1,115,568
-51,672
-4% -$6.85M 11.79% 5
2024
Q4 		$126M Sell
1,167,240
-40,728
-3% -$3.98M 10.23% 5
2024
Q3 		$97.7M Buy
1,207,968
+102,358
+9% +$8.23M 9.4% 5
2024
Q2 		$91.6M Sell
1,105,610
-265,266
-19% -$21.4M 8.99% 7
2024
Q1 		$133M Buy
1,370,876
+27,622
+2% +$2.5M 13.48% 4
2023
Q4 		$112M Sell
1,343,254
-92,128
-6% -$6.44M 12.16% 5
2023
Q3 		$90.5M Sell
1,435,382
-3,352
-0.2% -$215K 12.62% 4
2023
Q2 		$94.1M Buy
1,438,734
+85,404
+6% +$5.1M 13% 4
2023
Q1 		$83.4M Sell
1,353,330
-149,000
-10% -$8.15M 13.33% 5
2022
Q4 		$67.9M Buy
1,502,330
+32,094
+2% +$1.59M 13.93% 5
2022
Q3 		$81.3M Buy
1,470,236
+147,654
+11% +$8.77M 13.88% 5
2022
Q2 		$57.9M Buy
1,322,582
+631,506
+91% +$45.5M 10.1% 6
2022
Q1 		$82.7M Buy
691,076
+122,003
+21% +$12.7M 9.99% 6
2021
Q4 		$74.8M Buy
569,073
+41,115
+8% +$6.89M 7.08% 6
2021
Q3 		$59.5M Buy
527,958
+17,851
+3% +$2.13M 5.65% 7
2021
Q2 		$54M Buy
+510,107
New +$42.2M 5.53% 7

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

Strategy Capital's NET Position: Q2 2026 in Review

Strategy Capital reduced its Cloudflare (NET) stake by 2.9% in Q2 2026, selling an estimated $7.11M and leaving 1,106,100 shares worth $271M. The position accounts for 16.72% of the portfolio, ranked #1.

Strategy Capital first reported a position in NET in Q2 2021 and has held it in 21 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Strategy Capital held 1,106,100 shares of Cloudflare worth $271M as of Q2 2026.
  • Strategy Capital sold 32,517 Cloudflare shares in Q2 2026, an estimated $7.11M.
  • Cloudflare made up 16.72% of Strategy Capital's portfolio in Q2 2026, its #1 holding.
  • Strategy Capital first reported a position in Cloudflare in Q2 2021 and has held it in 21 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Strategy Capital's 13F filing for Q2 2026, filed 13 Aug 2026.