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Waterloo Capital’s Cloudflare NET Stock Holding History

Waterloo 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 		$305K Buy
1,476
+170
+13% +$32.4K 0.02% 395
2025
Q4 		$257K Sell
1,306
-145
-10% -$30.7K 0.02% 404
2025
Q3 		$311K Buy
1,451
+162
+13% +$33.1K 0.02% 356
2025
Q2 		$252K Buy
+1,289
New +$187K 0.02% 391

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

Waterloo Capital's NET Position: Q1 2026 in Review

Waterloo Capital increased its Cloudflare (NET) stake by 13% in Q1 2026, buying an estimated $32.4K and bringing the position to 1,476 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #395.

Waterloo Capital first reported a position in NET in Q2 2025 and has held it in 4 quarters since. The position peaked at $311K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Waterloo Capital held 1,476 shares of Cloudflare worth $305K as of Q1 2026.
  • Waterloo Capital bought 170 Cloudflare shares in Q1 2026, an estimated $32.4K.
  • Cloudflare made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #395 holding.
  • Waterloo Capital first reported a position in Cloudflare in Q2 2025 and has held it in 4 quarters since.
  • Waterloo Capital's Cloudflare position peaked at $311K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.