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Thoma Capital Management’s Cloudflare NET Stock Holding History

Thoma 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
Q3 		$1.78M Sell
5,137
-582
-10% -$172K 0.93% 13
2026
Q2 		$1.4M Sell
5,719
-423
-7% -$92.5K 0.75% 15
2026
Q1 		$1.27M Buy
6,142
+106
+2% +$20.2K 0.75% 13
2025
Q4 		$1.19M Sell
6,036
-605
-9% -$128K 0.69% 18
2025
Q3 		$1.43M Sell
6,641
-225
-3% -$45.9K 0.82% 14
2025
Q2 		$1.34M Buy
6,866
+96
+1% +$13.9K 0.86% 15
2025
Q1 		$763K Buy
6,770
+80
+1% +$10.6K 0.53% 30
2024
Q4 		$720K Buy
+6,690
New +$654K 0.49% 33

Other funds holding NET

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

Thoma Capital Management's NET Position: Q3 2026 in Review

Thoma Capital Management reduced its Cloudflare (NET) stake by 10% in Q3 2026, selling an estimated $172K and leaving 5,137 shares worth $1.78M. The position accounts for 0.93% of the portfolio, ranked #13.

Thoma Capital Management first reported a position in NET in Q4 2024 and has held it in 8 quarters since. 488 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Thoma Capital Management held 5,137 shares of Cloudflare worth $1.78M as of Q3 2026.
  • Thoma Capital Management sold 582 Cloudflare shares in Q3 2026, an estimated $172K.
  • Cloudflare made up 0.93% of Thoma Capital Management's portfolio in Q3 2026, its #13 holding.
  • Thoma Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 8 quarters since.
  • 488 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Thoma Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.