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Xponance’s Cloudflare NET Stock Holding History

Xponance’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 		$17.4M Sell
71,098
-2,076
-3% -$454K 0.11% 148
2026
Q1 		$15.1M Buy
73,174
+6,573
+10% +$1.25M 0.11% 157
2025
Q4 		$13.1M Buy
66,601
+2,883
+5% +$610K 0.1% 160
2025
Q3 		$13.7M Buy
63,718
+2,722
+4% +$556K 0.11% 147
2025
Q2 		$11.9M Buy
60,996
+3,087
+5% +$448K 0.1% 165
2025
Q1 		$6.53M Buy
57,909
+2,503
+5% +$332K 0.06% 244
2024
Q4 		$5.97M Buy
55,406
+3,210
+6% +$314K 0.05% 261
2024
Q3 		$4.22M Sell
52,196
-793
-1% -$63.7K 0.04% 344
2024
Q2 		$4.39M Buy
52,989
+1,517
+3% +$122K 0.04% 321
2024
Q1 		$4.98M Buy
51,472
+12,527
+32% +$1.13M 0.05% 299
2023
Q4 		$3.24M Sell
38,945
-1,739
-4% -$122K 0.04% 359
2023
Q3 		$2.56M Buy
40,684
+224
+0.6% +$14.3K 0.03% 391
2023
Q2 		$2.64M Buy
40,460
+1,950
+5% +$116K 0.04% 393
2023
Q1 		$2.37M Buy
38,510
+658
+2% +$36K 0.03% 417
2022
Q4 		$1.71M Buy
37,852
+4,856
+15% +$240K 0.03% 482
2022
Q3 		$1.82M Buy
32,996
+386
+1% +$22.9K 0.04% 412
2022
Q2 		$1.43M Buy
32,610
+4,028
+14% +$290K 0.03% 468
2022
Q1 		$3.42M Buy
28,582
+1,121
+4% +$117K 0.06% 254
2021
Q4 		$3.61M Sell
27,461
-163
-0.6% -$27.3K 0.06% 263
2021
Q3 		$3.11M Sell
27,624
-171
-0.6% -$20.4K 0.06% 258
2021
Q2 		$2.94M Buy
27,795
+15,708
+130% +$1.3M 0.05% 276
2021
Q1 		$849K Buy
12,087
+726
+6% +$56K 0.02% 540
2020
Q4 		$863K Sell
11,361
-95
-0.8% -$6.23K 0.02% 512
2020
Q3 		$470K Sell
11,456
-2,938
-20% -$112K 0.01% 670
2020
Q2 		$517K Buy
+14,394
New +$402K 0.01% 593

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

Xponance's NET Position: Q2 2026 in Review

Xponance reduced its Cloudflare (NET) stake by 2.8% in Q2 2026, selling an estimated $454K and leaving 71,098 shares worth $17.4M. The position accounts for 0.11% of the portfolio, ranked #148.

Xponance first reported a position in NET in Q2 2020 and has held it in 25 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Xponance held 71,098 shares of Cloudflare worth $17.4M as of Q2 2026.
  • Xponance sold 2,076 Cloudflare shares in Q2 2026, an estimated $454K.
  • Cloudflare made up 0.11% of Xponance's portfolio in Q2 2026, its #148 holding.
  • Xponance first reported a position in Cloudflare in Q2 2020 and has held it in 25 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.