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
Q2 		$4.68M Sell
19,100
-1,800
-9% -$394K 0.02% 863
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 $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

Walleye Capital's NET Position: Q2 2026 in Review

Walleye Capital reduced its Cloudflare (NET) stake by 86% in Q2 2026, selling an estimated $20.1M and leaving 15,073 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #1025.

Walleye Capital first reported a position in NET in Q2 2020 and has held it in 21 quarters since. The position peaked at $22.1M in Q1 2026. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Walleye Capital held 15,073 shares of Cloudflare worth $3.7M as of Q2 2026.
  • Walleye Capital sold 91,934 Cloudflare shares in Q2 2026, an estimated $20.1M.
  • Cloudflare made up 0.01% of Walleye Capital's portfolio in Q2 2026, its #1025 holding.
  • Walleye Capital first reported a position in Cloudflare in Q2 2020 and has held it in 21 quarters since.
  • Walleye Capital's Cloudflare position peaked at $22.1M in Q1 2026.
  • 1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.