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Triumph Capital Management’s Cloudflare NET Stock Holding History

Triumph 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 		$4.91K Sell
20
-4
-17% -$875 ﹤0.01% 1353
2026
Q1 		$4.95K Buy
24
+4
+20% +$763 ﹤0.01% 1313
2025
Q4 		$3.94K Buy
+20
New +$4.23K ﹤0.01% 1329

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

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

Triumph Capital Management reduced its Cloudflare (NET) stake by 17% in Q2 2026, selling an estimated $875 and leaving 20 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Triumph Capital Management first reported a position in NET in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.95K in Q1 2026. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Triumph Capital Management held 20 shares of Cloudflare worth $4.91K as of Q2 2026.
  • Triumph Capital Management sold 4 Cloudflare shares in Q2 2026, an estimated $875.
  • Cloudflare made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1353 holding.
  • Triumph Capital Management first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Cloudflare position peaked at $4.95K in Q1 2026.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.