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Truvestments Capital’s Cloudflare NET Stock Holding History

Truvestments Capital’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
Q1 		$700K Buy
3,390
+278
+9% +$53K 0.13% 167
2025
Q4 		$614K Buy
3,112
+385
+14% +$81.4K 0.11% 154
2025
Q3 		$585K Buy
2,727
+206
+8% +$42.1K 0.11% 164
2025
Q2 		$494K Buy
2,521
+203
+9% +$29.5K 0.1% 162
2025
Q1 		$261K Buy
+2,318
New +$307K 0.06% 222

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truvestments Capital's NET Position: Q1 2026 in Review

Truvestments Capital increased its Cloudflare (NET) stake by 8.9% in Q1 2026, buying an estimated $53K and bringing the position to 3,390 shares worth $700K. The position accounts for 0.13% of the portfolio, ranked #167.

Truvestments Capital first reported a position in NET in Q1 2025 and has held it in 5 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Truvestments Capital held 3,390 shares of Cloudflare worth $700K as of Q1 2026.
  • Truvestments Capital bought 278 Cloudflare shares in Q1 2026, an estimated $53K.
  • Cloudflare made up 0.13% of Truvestments Capital's portfolio in Q1 2026, its #167 holding.
  • Truvestments Capital first reported a position in Cloudflare in Q1 2025 and has held it in 5 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.