VCM
NET icon

Voleon Capital Management’s Cloudflare NET Stock Holding History

Voleon 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
Q1 		$6.75M Sell
32,734
-5,956
-15% -$1.14M 0.15% 154
2025
Q4 		$7.63M Buy
38,690
+19,888
+106% +$4.21M 0.16% 129
2025
Q3 		$4.03M Buy
+18,802
New +$3.84M 0.1% 207
2025
Q1 		– Sell
-3,976
Closed -$428K – 386
2024
Q4 		$428K Buy
+3,976
New +$388K 0.03% 261

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Voleon Capital Management's NET Position: Q1 2026 in Review

Voleon Capital Management reduced its Cloudflare (NET) stake by 15% in Q1 2026, selling an estimated $1.14M and leaving 32,734 shares worth $6.75M. The position accounts for 0.15% of the portfolio, ranked #154.

Voleon Capital Management first reported a position in NET in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.63M in Q4 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Voleon Capital Management held 32,734 shares of Cloudflare worth $6.75M as of Q1 2026.
  • Voleon Capital Management sold 5,956 Cloudflare shares in Q1 2026, an estimated $1.14M.
  • Cloudflare made up 0.15% of Voleon Capital Management's portfolio in Q1 2026, its #154 holding.
  • Voleon Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 4 quarters since.
  • Voleon Capital Management's Cloudflare position peaked at $7.63M in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.