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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
Q2 		$411K Buy
1,676
+200
+14% +$43.8K 0.02% 390
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waterloo Capital's NET Position: Q2 2026 in Review

Waterloo Capital increased its Cloudflare (NET) stake by 14% in Q2 2026, buying an estimated $43.8K and bringing the position to 1,676 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #390.

Waterloo Capital first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Waterloo Capital held 1,676 shares of Cloudflare worth $411K as of Q2 2026.
  • Waterloo Capital bought 200 Cloudflare shares in Q2 2026, an estimated $43.8K.
  • Cloudflare made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #390 holding.
  • Waterloo Capital first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.