Victory Capital Management
NET icon

Victory Capital Management’s Cloudflare NET Stock Holding History

Victory 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 		$96.4M Buy
393,058
+8,283
+2% +$1.81M 0.05% 336
2026
Q1 		$79.4M Sell
384,775
-7,035
-2% -$1.34M 0.05% 370
2025
Q4 		$77.2M Sell
391,810
-22,890
-6% -$4.84M 0.04% 377
2025
Q3 		$89M Sell
414,700
-15,634
-4% -$3.19M 0.05% 330
2025
Q2 		$84.1M Buy
430,334
+351,875
+448% +$51.1M 0.05% 359
2025
Q1 		$8.84M Sell
78,459
-426
-0.5% -$56.5K 0.01% 1103
2024
Q4 		$8.49M Sell
78,885
-1,251
-2% -$122K 0.01% 1130
2024
Q3 		$6.48M Sell
80,136
-207
-0.3% -$16.6K 0.01% 1218
2024
Q2 		$6.65M Buy
80,343
+176
+0.2% +$14.2K 0.01% 1188
2024
Q1 		$7.76M Buy
80,167
+2,350
+3% +$213K 0.01% 1133
2023
Q4 		$6.48M Sell
77,817
-32,312
-29% -$2.26M 0.01% 1189
2023
Q3 		$6.94M Buy
110,129
+3,332
+3% +$213K 0.01% 1145
2023
Q2 		$6.98M Sell
106,797
-1,172
-1% -$69.9K 0.01% 1140
2023
Q1 		$6.66M Sell
107,969
-430
-0.4% -$23.5K 0.01% 1145
2022
Q4 		$4.9M Buy
108,399
+790
+0.7% +$39.1K 0.01% 1209
2022
Q3 		$5.95M Buy
107,609
+90,612
+533% +$5.38M 0.01% 1196
2022
Q2 		$744K Sell
16,997
-4,522
-21% -$326K ﹤0.01% 1881
2022
Q1 		$1.85M Sell
21,519
-10,089
-32% -$1.05M ﹤0.01% 1529
2021
Q4 		$4.16M Sell
31,608
-31,191
-50% -$5.23M ﹤0.01% 1373
2021
Q3 		$7.07M Sell
62,799
-10,018
-14% -$1.2M 0.01% 1212
2021
Q2 		$7.71M Sell
72,817
-8,426
-10% -$697K 0.01% 1198
2021
Q1 		$5.71M Buy
81,243
+17,989
+28% +$1.39M 0.01% 1294
2020
Q4 		$4.81M Sell
63,254
-6,753
-10% -$443K 0.01% 1251
2020
Q3 		$2.87M Sell
70,007
-11,571
-14% -$443K ﹤0.01% 1332
2020
Q2 		$2.93M Sell
81,578
-27,614
-25% -$771K ﹤0.01% 1312
2020
Q1 		$2.56M Sell
109,192
-48,084
-31% -$935K ﹤0.01% 1257
2019
Q4 		$2.68M Buy
157,276
+7,276
+5% +$124K ﹤0.01% 1388
2019
Q3 		$2.79M Buy
+150,000
New +$2.9M ﹤0.01% 1338

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

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

Victory Capital Management increased its Cloudflare (NET) stake by 2.2% in Q2 2026, buying an estimated $1.81M and bringing the position to 393,058 shares worth $96.4M. The position accounts for 0.05% of the portfolio, ranked #336.

Victory Capital Management first reported a position in NET in Q3 2019 and has held it in 28 quarters since. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Victory Capital Management held 393,058 shares of Cloudflare worth $96.4M as of Q2 2026.
  • Victory Capital Management bought 8,283 Cloudflare shares in Q2 2026, an estimated $1.81M.
  • Cloudflare made up 0.05% of Victory Capital Management's portfolio in Q2 2026, its #336 holding.
  • Victory Capital Management first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Victory Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.