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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
Q2 		$806K Sell
3,288
-29,446
-90% -$6.44M 0.01% 520
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 $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

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

Voleon Capital Management reduced its Cloudflare (NET) stake by 90% in Q2 2026, selling an estimated $6.44M and leaving 3,288 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #520.

Voleon Capital Management first reported a position in NET in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.63M in Q4 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Voleon Capital Management held 3,288 shares of Cloudflare worth $806K as of Q2 2026.
  • Voleon Capital Management sold 29,446 Cloudflare shares in Q2 2026, an estimated $6.44M.
  • Cloudflare made up 0.01% of Voleon Capital Management's portfolio in Q2 2026, its #520 holding.
  • Voleon Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 5 quarters since.
  • Voleon Capital Management's Cloudflare position peaked at $7.63M in Q4 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.