Styrax Capital’s Cloudflare NET Stock Holding History

Styrax 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	–	Sell	-200,000	Closed	-$41.3M	–	22
2026 Q1	$41.3M	Buy	+200,000	New	+$38.1M	2.88%	13

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

Styrax Capital's NET Position: Q2 2026 in Review

Styrax Capital sold out of Cloudflare (NET) in Q2 2026, closing a stake of 200,000 shares — an estimated $41.3M sold.

Styrax Capital first reported a position in NET in Q1 2026 and held it in 1 quarter. The position peaked at $41.3M in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Styrax Capital reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
Styrax Capital sold 200,000 Cloudflare shares in Q2 2026, an estimated $41.3M.
Styrax Capital first reported a position in Cloudflare in Q1 2026 and held it in 1 quarter.
Styrax Capital's Cloudflare position peaked at $41.3M in Q1 2026.
1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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