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 		$4.31M Sell
20,900
-34,400
-62% -$6.56M 0.02% 897
2025
Q4 		$10.9M Sell
55,300
-11,500
-17% -$2.43M 0.03% 601
2025
Q3 		$14.3M Buy
66,800
+33,300
+99% +$6.8M 0.05% 387
2025
Q2 		$6.56M Sell
33,500
-31,300
-48% -$4.54M 0.03% 717
2025
Q1 		$7.3M Sell
64,800
-246,300
-79% -$32.6M 0.03% 581
2024
Q4 		$33.5M Sell
311,100
-108,300
-26% -$10.6M 0.08% 189
2024
Q3 		$33.9M Buy
419,400
+13,300
+3% +$1.07M 0.07% 187
2024
Q2 		$33.6M Sell
406,100
-6,800
-2% -$549K 0.06% 201
2024
Q1 		$40M Buy
412,900
+61,600
+18% +$5.58M 0.07% 186
2023
Q4 		$29.2M Buy
351,300
+275,200
+362% +$19.2M 0.06% 214
2023
Q3 		$4.8M Buy
76,100
+45,600
+150% +$2.92M 0.01% 1060
2023
Q2 		$1.99M Buy
30,500
+13,800
+83% +$824K 0.01% 1332
2023
Q1 		$1.03M Buy
16,700
+1,600
+11% +$87.5K 0.02% 1151
2022
Q4 		$683K Buy
15,100
+5,200
+53% +$257K 0.01% 1239
2022
Q3 		$548K Buy
+9,900
New +$588K 0.01% 1392

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.