WIM
NET icon

WIM Investment Management’s Cloudflare NET Stock Holding History

WIM Investment Management’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 		$16.2M Sell
66,119
-161,630
-71% -$35.4M 5.31% 6
2026
Q1 		$47M Hold
227,749
– – 13.93% 2
2025
Q4 		$44.9M Hold
227,749
– – 11.6% 2
2025
Q3 		$48.9M Sell
227,749
-9,500
-4% -$1.94M 12.43% 2
2025
Q2 		$46.5M Hold
237,249
– – 15.44% 3
2025
Q1 		$26.7M Hold
237,249
– – 11.16% 4
2024
Q4 		$25.5M Sell
237,249
-79,083
-25% -$7.73M 8.77% 5
2024
Q3 		$25.6M Buy
+316,332
New +$25.4M 10.76% 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

WIM Investment Management's NET Position: Q2 2026 in Review

WIM Investment Management reduced its Cloudflare (NET) stake by 71% in Q2 2026, selling an estimated $35.4M and leaving 66,119 shares worth $16.2M. The position accounts for 5.31% of the portfolio, ranked #6.

WIM Investment Management first reported a position in NET in Q3 2024 and has held it in 8 quarters since. The position peaked at $48.9M in Q3 2025. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • WIM Investment Management held 66,119 shares of Cloudflare worth $16.2M as of Q2 2026.
  • WIM Investment Management sold 161,630 Cloudflare shares in Q2 2026, an estimated $35.4M.
  • Cloudflare made up 5.31% of WIM Investment Management's portfolio in Q2 2026, its #6 holding.
  • WIM Investment Management first reported a position in Cloudflare in Q3 2024 and has held it in 8 quarters since.
  • WIM Investment Management's Cloudflare position peaked at $48.9M in Q3 2025.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on WIM Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.