Walleye Capital
NET icon

Walleye Capital’s Cloudflare NET Stock Holding History

Walleye Capital’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 		$22.1M Buy
107,007
+74,452
+229% +$14.2M 0.09% 162
2025
Q4 		$6.42M Buy
32,555
+29,518
+972% +$6.24M 0.02% 959
2025
Q3 		$652K Sell
3,037
-3,702
-55% -$756K ﹤0.01% 2410
2025
Q2 		$1.32M Sell
6,739
-28,312
-81% -$4.11M 0.01% 1831
2025
Q1 		$3.95M Sell
35,051
-5,439
-13% -$721K 0.02% 944
2024
Q4 		$4.36M Sell
40,490
-87,058
-68% -$8.51M 0.01% 1169
2024
Q3 		$10.3M Sell
127,548
-34,197
-21% -$2.75M 0.02% 676
2024
Q2 		$13.4M Buy
161,745
+88,621
+121% +$7.15M 0.02% 577
2024
Q1 		$7.08M Buy
73,124
+68,978
+1,664% +$6.25M 0.01% 1058
2023
Q4 		$345K Sell
4,146
-44,246
-91% -$3.09M ﹤0.01% 3251
2023
Q3 		$3.05M Buy
+48,392
New +$3.1M 0.01% 1395
2023
Q2 		– Sell
-79,743
Closed -$4.76M – 4699
2023
Q1 		$4.92M Buy
79,743
+57,917
+265% +$3.17M 0.07% 332
2022
Q4 		$987K Buy
+21,826
New +$1.08M 0.02% 1008
2022
Q2 		– Sell
-10,144
Closed -$1.21M – 2601
2022
Q1 		$1.21M Sell
10,144
-16,681
-62% -$1.74M 0.03% 549
2021
Q4 		$3.53M Buy
+26,825
New +$4.49M 0.11% 197
2021
Q3 		– Sell
-4,320
Closed -$457 – 1737
2021
Q2 		$457 Sell
4,320
-4,529
-51% -$375K 0.02% 784
2021
Q1 		$622 Sell
8,849
-9,627
-52% -$742K 0.04% 480
2020
Q4 		$1.4K Sell
18,476
-2,424
-12% -$159K 0.09% 185
2020
Q3 		$858K Buy
20,900
+14,200
+212% +$544K 0.1% 275
2020
Q2 		$241K Buy
+6,700
New +$187K 0.05% 384

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

Walleye Capital's NET Position: Q1 2026 in Review

Walleye Capital increased its Cloudflare (NET) stake by 229% in Q1 2026, buying an estimated $14.2M and bringing the position to 107,007 shares worth $22.1M. The position accounts for 0.09% of the portfolio, ranked #162.

Walleye Capital first reported a position in NET in Q2 2020 and has held it in 20 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Walleye Capital held 107,007 shares of Cloudflare worth $22.1M as of Q1 2026.
  • Walleye Capital bought 74,452 Cloudflare shares in Q1 2026, an estimated $14.2M.
  • Cloudflare made up 0.09% of Walleye Capital's portfolio in Q1 2026, its #162 holding.
  • Walleye Capital first reported a position in Cloudflare in Q2 2020 and has held it in 20 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.