Teza Capital Management’s Cloudflare NET Stock Holding History

Teza Capital 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	$264K	Buy	1,078 +34	+3%	+$7.44K	0.51%	89
2026 Q1	$215K	Sell	1,044 -641	-38%	-$122K	0.79%	64
2025 Q4	$332K	Buy	1,685 +629	+60%	+$133K	1.07%	38
2025 Q3	$227K	Buy	1,056 +16	+2%	+$3.27K	1.23%	41
2025 Q2	$204K	Sell	1,040 -2,041	-66%	-$296K	0.15%	274
2025 Q1	$347K	Buy	+3,081	New	+$408K	0.16%	220
2024 Q4	–	Sell	-6,274	Closed	-$508K	–	643
2024 Q3	$508K	Buy	+6,274	New	+$504K	0.06%	373
2024 Q2	–	Sell	-10,674	Closed	-$1.03M	–	699
2024 Q1	$1.03M	Buy	10,674 +1,863	+21%	+$169K	0.14%	197
2023 Q4	$734K	Buy	+8,811	New	+$616K	0.12%	233
2023 Q3	–	Sell	-5,163	Closed	-$338K	–	716
2023 Q2	$338K	Buy	+5,163	New	+$308K	0.05%	372
2022 Q1	–	Sell	-3,420	Closed	-$450K	–	491
2021 Q4	$450K	Buy	+3,420	New	+$573K	0.12%	230
2021 Q3	–	Sell	-3,162	Closed	-$335K	–	516
2021 Q2	$335K	Buy	+3,162	New	+$262K	0.05%	414

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

Teza Capital Management's NET Position: Q2 2026 in Review

Teza Capital Management increased its Cloudflare (NET) stake by 3.3% in Q2 2026, buying an estimated $7.44K and bringing the position to 1,078 shares worth $264K. The position accounts for 0.51% of the portfolio, ranked #89.

Teza Capital Management first reported a position in NET in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.03M in Q1 2024. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Teza Capital Management held 1,078 shares of Cloudflare worth $264K as of Q2 2026.
Teza Capital Management bought 34 Cloudflare shares in Q2 2026, an estimated $7.44K.
Cloudflare made up 0.51% of Teza Capital Management's portfolio in Q2 2026, its #89 holding.
Teza Capital Management first reported a position in Cloudflare in Q2 2021 and has held it in 12 quarters since.
Teza Capital Management's Cloudflare position peaked at $1.03M in Q1 2024.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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