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SummitTX Capital’s Cloudflare NET Stock Holding History

SummitTX 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 		$2.58M Sell
10,520
-3,565
-25% -$780K 0.07% 301
2026
Q1 		$2.91M Buy
+14,085
New +$2.69M 0.09% 241
2025
Q4 		– Sell
-1,774
Closed -$381K – 887
2025
Q3 		$381K Buy
+1,774
New +$362K 0.02% 580
2025
Q2 		– Sell
-2,485
Closed -$280K – 933
2025
Q1 		$280K Buy
+2,485
New +$329K 0.01% 672

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

SummitTX Capital's NET Position: Q2 2026 in Review

SummitTX Capital reduced its Cloudflare (NET) stake by 25% in Q2 2026, selling an estimated $780K and leaving 10,520 shares worth $2.58M. The position accounts for 0.07% of the portfolio, ranked #301.

SummitTX Capital first reported a position in NET in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.91M in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • SummitTX Capital held 10,520 shares of Cloudflare worth $2.58M as of Q2 2026.
  • SummitTX Capital sold 3,565 Cloudflare shares in Q2 2026, an estimated $780K.
  • Cloudflare made up 0.07% of SummitTX Capital's portfolio in Q2 2026, its #301 holding.
  • SummitTX Capital first reported a position in Cloudflare in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Cloudflare position peaked at $2.91M in Q1 2026.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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