TCM
NET icon

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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

Thoma Capital Management reduced its Cloudflare (NET) stake by 6.9% in Q2 2026, selling an estimated $92.5K and leaving 5,719 shares worth $1.4M. The position accounts for 0.75% of the portfolio, ranked #15.

Thoma Capital Management first reported a position in NET in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q3 2025. 289 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Thoma Capital Management held 5,719 shares of Cloudflare worth $1.4M as of Q2 2026.
  • Thoma Capital Management sold 423 Cloudflare shares in Q2 2026, an estimated $92.5K.
  • Cloudflare made up 0.75% of Thoma Capital Management's portfolio in Q2 2026, its #15 holding.
  • Thoma Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • Thoma Capital Management's Cloudflare position peaked at $1.43M in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Thoma Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.