Viking Fund Management’s Cloudflare NET Stock Holding History

Viking Fund 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	$5.15M	Hold	21,000	–	–	0.46%	74
2026 Q1	$4.33M	Hold	21,000	–	–	0.44%	75
2025 Q4	$4.14M	Hold	21,000	–	–	0.48%	75
2025 Q3	$4.51M	Hold	21,000	–	–	0.54%	69
2025 Q2	$4.11M	Hold	21,000	–	–	0.56%	66
2025 Q1	$2.37M	Hold	21,000	–	–	0.34%	86
2024 Q4	$2.26M	Hold	21,000	–	–	0.35%	86
2024 Q3	$1.7M	Hold	21,000	–	–	0.28%	92
2024 Q2	$1.74M	Buy	+21,000	New	+$1.69M	0.31%	88

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Fund Management's NET Position: Q2 2026 in Review

Viking Fund Management held its Cloudflare (NET) position steady in Q2 2026 at 21,000 shares worth $5.15M. The position accounts for 0.46% of the portfolio, ranked #74.

Viking Fund Management first reported a position in NET in Q2 2024 and has held it in 9 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Viking Fund Management held 21,000 shares of Cloudflare worth $5.15M as of Q2 2026.
Viking Fund Management left its Cloudflare share count unchanged in Q2 2026.
Cloudflare made up 0.46% of Viking Fund Management's portfolio in Q2 2026, its #74 holding.
Viking Fund Management first reported a position in Cloudflare in Q2 2024 and has held it in 9 quarters since.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.