VCM
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Virtue Capital Management’s Cloudflare NET Stock Holding History

Virtue 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 		$913K Buy
+3,721
New +$814K 0.12% 138
2026
Q1 		– Sell
-7,746
Closed -$1.52M – 352
2025
Q4 		$1.52M Buy
7,746
+6,899
+815% +$1.46M 0.23% 74
2025
Q3 		$784K Sell
847
-6,529
-89% -$1.33M 0.12% 130
2025
Q2 		$1.44M Sell
7,376
-1,573
-18% -$228K 0.27% 56
2025
Q1 		$1.01M Buy
+8,949
New +$1.19M 0.12% 134

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

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

Virtue Capital Management opened a new position in Cloudflare (NET) in Q2 2026: 3,721 shares worth $913K. The stake represents 0.12% of the portfolio and ranks #138 among its holdings. This is a return to the name: Virtue Capital Management previously reported a position in NET as recently as Q4 2025.

Virtue Capital Management first reported a position in NET in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q4 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Virtue Capital Management held 3,721 shares of Cloudflare worth $913K as of Q2 2026.
  • Cloudflare was a new Virtue Capital Management position in Q2 2026.
  • Cloudflare made up 0.12% of Virtue Capital Management's portfolio in Q2 2026, its #138 holding.
  • Virtue Capital Management first reported a position in Cloudflare in Q1 2025 and has held it in 5 quarters since.
  • Virtue Capital Management's Cloudflare position peaked at $1.52M in Q4 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.