VCM
NET icon

Versant Capital Management’s Cloudflare NET Stock Holding History

Versant 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 		$287K Buy
1,169
+534
+84% +$117K 0.03% 482
2026
Q1 		$131K Buy
635
+21
+3% +$4K 0.01% 751
2025
Q4 		$121K Buy
614
+4
+0.7% +$846 0.02% 671
2025
Q3 		$131K Buy
610
+9
+1% +$1.84K 0.02% 619
2025
Q2 		$118K Sell
601
-54
-8% -$7.84K 0.02% 618
2025
Q1 		$73.8K Buy
655
+106
+19% +$14.1K 0.01% 730
2024
Q4 		$59.1K Buy
549
+170
+45% +$16.6K 0.01% 516
2024
Q3 		$30.7K Sell
379
-77
-17% -$6.19K 0.01% 630
2024
Q2 		$37.8K Buy
456
+421
+1,203% +$34K 0.01% 480
2024
Q1 		$3.39K Hold
35
– – ﹤0.01% 1180
2023
Q4 		$2.91K Buy
35
+5
+17% +$350 ﹤0.01% 1170
2023
Q3 		$1.89K Sell
30
-2
-6% -$128 ﹤0.01% 1329
2023
Q2 		$2.09K Buy
32
+2
+7% +$119 ﹤0.01% 1363
2023
Q1 		$1.83K Buy
30
+6
+25% +$328 ﹤0.01% 1293
2022
Q4 		$1.08K Sell
24
-17
-41% -$841 ﹤0.01% 1279
2022
Q3 		$2K Buy
41
+37
+925% +$2.2K ﹤0.01% 1104
2022
Q2 		$0 Buy
+4
New +$288 ﹤0.01% 1570

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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Versant Capital Management increased its Cloudflare (NET) stake by 84% in Q2 2026, buying an estimated $117K and bringing the position to 1,169 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #482.

Versant Capital Management first reported a position in NET in Q2 2022 and has held it in 17 quarters since. 169 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Versant Capital Management held 1,169 shares of Cloudflare worth $287K as of Q2 2026.
  • Versant Capital Management bought 534 Cloudflare shares in Q2 2026, an estimated $117K.
  • Cloudflare made up 0.03% of Versant Capital Management's portfolio in Q2 2026, its #482 holding.
  • Versant Capital Management first reported a position in Cloudflare in Q2 2022 and has held it in 17 quarters since.
  • 169 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.