WCA
NET icon

Whetstone Capital Advisors’s Cloudflare NET Stock Holding History

Whetstone Capital Advisors’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 		$20.6M Buy
+100,000
New +$19.1M 7.16% 4

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

Whetstone Capital Advisors's NET Position: Q1 2026 in Review

Whetstone Capital Advisors held its Cloudflare (NET) position steady in Q1 2026 at 293,031 shares worth $60.5M. The position accounts for 20.97% of the portfolio, ranked #1.

Whetstone Capital Advisors first reported a position in NET in Q3 2019 and has held it in 27 quarters since. The position peaked at $66.8M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Whetstone Capital Advisors held 293,031 shares of Cloudflare worth $60.5M as of Q1 2026.
  • Whetstone Capital Advisors left its Cloudflare share count unchanged in Q1 2026.
  • Cloudflare made up 20.97% of Whetstone Capital Advisors's portfolio in Q1 2026, its #1 holding.
  • Whetstone Capital Advisors first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
  • Whetstone Capital Advisors's Cloudflare position peaked at $66.8M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Whetstone Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.