WCA
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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
Q2 		– Sell
-100,000
Closed -$20.6M – 76
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 $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

Whetstone Capital Advisors's NET Position: Q2 2026 in Review

Whetstone Capital Advisors reduced its Cloudflare (NET) stake by 0.06% in Q2 2026, selling an estimated $37.2K and leaving 292,861 shares worth $71.8M. The position accounts for 18.88% of the portfolio, ranked #2.

Whetstone Capital Advisors first reported a position in NET in Q3 2019 and has held it in 28 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Whetstone Capital Advisors held 292,861 shares of Cloudflare worth $71.8M as of Q2 2026.
  • Whetstone Capital Advisors sold 170 Cloudflare shares in Q2 2026, an estimated $37.2K.
  • Cloudflare made up 18.88% of Whetstone Capital Advisors's portfolio in Q2 2026, its #2 holding.
  • Whetstone Capital Advisors first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Whetstone Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.