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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
Q2 		$948K Buy
3,863
+473
+14% +$103K 0.14% 150
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 $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

Truvestments Capital's NET Position: Q2 2026 in Review

Truvestments Capital increased its Cloudflare (NET) stake by 14% in Q2 2026, buying an estimated $103K and bringing the position to 3,863 shares worth $948K. The position accounts for 0.14% of the portfolio, ranked #150.

Truvestments Capital first reported a position in NET in Q1 2025 and has held it in 6 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Truvestments Capital held 3,863 shares of Cloudflare worth $948K as of Q2 2026.
  • Truvestments Capital bought 473 Cloudflare shares in Q2 2026, an estimated $103K.
  • Cloudflare made up 0.14% of Truvestments Capital's portfolio in Q2 2026, its #150 holding.
  • Truvestments Capital first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.