Winton Group’s Cloudflare NET Stock Holding History

Winton Group’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	$2.04M	Sell	8,333 -13,536	-62%	-$2.96M	0.07%	292
2026 Q1	$4.51M	Buy	+21,869	New	+$4.17M	0.16%	174
2025 Q4	–	Sell	-13,972	Closed	-$3M	–	1051
2025 Q3	$3M	Buy	+13,972	New	+$2.85M	0.11%	231
2024 Q1	–	Sell	-4,844	Closed	-$403K	–	788
2023 Q4	$403K	Buy	4,844 +727	+18%	+$50.9K	0.03%	425
2023 Q3	$260K	Buy	+4,117	New	+$264K	0.02%	590
2021 Q4	–	Sell	-2,623	Closed	-$295K	–	1270
2021 Q3	$295K	Sell	2,623 -12,358	-82%	-$1.48M	0.02%	1101
2021 Q2	$1.59M	Buy	+14,981	New	+$1.24M	0.09%	282
2020 Q3	–	Sell	-22,244	Closed	-$800K	–	1563
2020 Q2	$800K	Buy	+22,244	New	+$621K	0.02%	1059

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winton Group's NET Position: Q2 2026 in Review

Winton Group reduced its Cloudflare (NET) stake by 62% in Q2 2026, selling an estimated $2.96M and leaving 8,333 shares worth $2.04M. The position accounts for 0.07% of the portfolio, ranked #292.

Winton Group first reported a position in NET in Q2 2020 and has held it in 8 quarters since. The position peaked at $4.51M in Q1 2026. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Winton Group held 8,333 shares of Cloudflare worth $2.04M as of Q2 2026.
Winton Group sold 13,536 Cloudflare shares in Q2 2026, an estimated $2.96M.
Cloudflare made up 0.07% of Winton Group's portfolio in Q2 2026, its #292 holding.
Winton Group first reported a position in Cloudflare in Q2 2020 and has held it in 8 quarters since.
Winton Group's Cloudflare position peaked at $4.51M in Q1 2026.
1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.