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Vestor Capital’s Cloudflare NET Stock Holding History

Vestor 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 		$662K Buy
1,350
+1,085
+409% +$237K 0.04% 108
2026
Q1 		$55K Sell
265
-58,082
-100% -$11.1M ﹤0.01% 251
2025
Q4 		$48K Buy
58,347
+58,057
+20,020% +$12.3M ﹤0.01% 247
2025
Q3 		$62K Sell
290
-107,054
-100% -$21.9M ﹤0.01% 242
2025
Q2 		$5.08M Buy
107,344
+54,262
+102% +$7.88M 0.38% 54
2025
Q1 		$5.98M Buy
53,082
+1,049
+2% +$139K 0.49% 54
2024
Q4 		$5.6M Buy
+52,033
New +$5.08M 0.43% 53
2024
Q2 		– Sell
-47,058
Closed -$4.56M – 255
2024
Q1 		$4.56M Buy
+47,058
New +$4.26M 0.38% 57
2023
Q2 		– Sell
-93,374
Closed -$5.76M – 274
2023
Q1 		$5.76M Buy
93,374
+58,355
+167% +$3.19M 0.68% 51
2022
Q4 		$1.58M Buy
35,019
+11,727
+50% +$580K 0.19% 84
2022
Q3 		$1.29M Buy
+23,292
New +$1.38M 0.17% 83
2022
Q2 		– Sell
-59,836
Closed -$7.16M – 225
2022
Q1 		$7.16M Sell
59,836
-11,724
-16% -$1.22M 0.71% 42
2021
Q4 		$9.41M Sell
71,560
-18,767
-21% -$3.14M 0.9% 36
2021
Q3 		$10.2M Sell
90,327
-10,975
-11% -$1.31M 1.06% 32
2021
Q2 		$10.7M Sell
101,302
-501
-0.5% -$41.5K 1.13% 33
2021
Q1 		$7.15M Sell
101,803
-15,715
-13% -$1.21M 0.82% 41
2020
Q4 		$8.93M Buy
117,518
+17,707
+18% +$1.16M 1.08% 33
2020
Q3 		$4.1M Buy
+99,811
New +$3.82M 0.58% 50
2020
Q1 		$985K Buy
+41,970
New +$816K 0.19% 68

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

Vestor Capital's NET Position: Q2 2026 in Review

Vestor Capital increased its Cloudflare (NET) stake by 409% in Q2 2026, buying an estimated $237K and bringing the position to 1,350 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #108.

Vestor Capital first reported a position in NET in Q1 2020 and has held it in 19 quarters since. The position peaked at $10.7M in Q2 2021. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Vestor Capital held 1,350 shares of Cloudflare worth $662K as of Q2 2026.
  • Vestor Capital bought 1,085 Cloudflare shares in Q2 2026, an estimated $237K.
  • Cloudflare made up 0.04% of Vestor Capital's portfolio in Q2 2026, its #108 holding.
  • Vestor Capital first reported a position in Cloudflare in Q1 2020 and has held it in 19 quarters since.
  • Vestor Capital's Cloudflare position peaked at $10.7M in Q2 2021.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.