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TwinBeech Capital’s Cloudflare NET Stock Holding History

TwinBeech 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 		– Sell
-2,400
Closed -$495K – 583
2026
Q1 		$495K Sell
2,400
-65,425
-96% -$12.5M 0.05% 360
2025
Q4 		$13.4M Buy
+67,825
New +$14.3M 0.95% 18
2025
Q2 		– Sell
-328,156
Closed -$37M – 885
2025
Q1 		$37M Buy
+328,156
New +$43.5M 0.67% 32
2024
Q4 		– Sell
-61,062
Closed -$4.94M – 828
2024
Q3 		$4.94M Buy
+61,062
New +$4.91M 0.09% 253
2023
Q3 		– Sell
-132,454
Closed -$8.66M – 815
2023
Q2 		$8.66M Buy
+132,454
New +$7.91M 0.17% 164
2021
Q1 		– Sell
-31,775
Closed -$2.42M – 595
2020
Q4 		$2.42M Buy
+31,775
New +$2.08M 0.39% 79

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

TwinBeech Capital's NET Position: Q2 2026 in Review

TwinBeech Capital sold out of Cloudflare (NET) in Q2 2026, closing a stake of 2,400 shares — an estimated $495K sold.

TwinBeech Capital first reported a position in NET in Q4 2020 and held it in 6 quarters. The position peaked at $37M in Q1 2025. 1,222 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • TwinBeech Capital reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 2,400 Cloudflare shares in Q2 2026, an estimated $495K.
  • TwinBeech Capital first reported a position in Cloudflare in Q4 2020 and held it in 6 quarters.
  • TwinBeech Capital's Cloudflare position peaked at $37M in Q1 2025.
  • 1,222 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.