Symmetry Peak Management’s Cloudflare NET Stock Holding History

Symmetry Peak Management’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	$1.35M	Sell	5,500 -1,500	-21%	-$328K	0.37%	19
2026 Q1	$1.44M	Buy	+7,000	New	+$1.33M	0.4%	23
2025 Q4	–	Sell	-7,300	Closed	-$1.57M	–	117
2025 Q3	$1.57M	Sell	7,300 -6,400	-47%	-$1.31M	0.34%	46
2025 Q2	$2.68M	Buy	+13,700	New	+$1.99M	1.28%	18
2024 Q2	–	Sell	-41,500	Closed	-$4.02M	–	88
2024 Q1	$4.02M	Buy	41,500 +21,500	+108%	+$1.95M	1.2%	10
2023 Q4	$1.67M	Buy	+20,000	New	+$1.4M	0.4%	41

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Symmetry Peak Management's NET Position: Q2 2026 in Review

Symmetry Peak Management opened a new position in Cloudflare (NET) in Q2 2026: 900 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #72 among its holdings. This is a return to the name: Symmetry Peak Management previously reported a position in NET as recently as Q2 2025.

Symmetry Peak Management first reported a position in NET in Q4 2023 and has held it in 4 quarters since. The position peaked at $833K in Q4 2023. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Symmetry Peak Management held 900 shares of Cloudflare worth $221K as of Q2 2026.
Cloudflare was a new Symmetry Peak Management position in Q2 2026.
Cloudflare made up 0.06% of Symmetry Peak Management's portfolio in Q2 2026, its #72 holding.
Symmetry Peak Management first reported a position in Cloudflare in Q4 2023 and has held it in 4 quarters since.
Symmetry Peak Management's Cloudflare position peaked at $833K in Q4 2023.
1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Symmetry Peak Management's 13F filing for Q2 2026, filed 14 Aug 2026.