XT
NET icon

XTX Topco’s Cloudflare NET Stock Holding History

XTX Topco’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 		$6.33M Sell
25,795
-46,347
-64% -$10.1M 0.08% 277
2026
Q1 		$14.9M Buy
72,142
+65,275
+951% +$12.4M 0.26% 23
2025
Q4 		$1.35M Buy
6,867
+4,634
+208% +$980K 0.04% 811
2025
Q3 		$479K Buy
+2,233
New +$456K 0.02% 1109
2025
Q2 		– Sell
-3,034
Closed -$342K – 2896
2025
Q1 		$342K Buy
+3,034
New +$402K 0.02% 1305
2024
Q4 		– Sell
-9,029
Closed -$730K – 2719
2024
Q3 		$730K Sell
9,029
-2,758
-23% -$222K 0.05% 575
2024
Q2 		$976K Buy
11,787
+6,285
+114% +$507K 0.08% 366
2024
Q1 		$533K Buy
5,502
+2,095
+61% +$190K 0.07% 448
2023
Q4 		$284K Buy
+3,407
New +$238K 0.06% 672
2023
Q3 		– Sell
-6,568
Closed -$429K – 1855
2023
Q2 		$429K Buy
+6,568
New +$392K 0.08% 470
2021
Q3 		– Sell
-3,247
Closed -$344K – 936
2021
Q2 		$344K Sell
3,247
-2,288
-41% -$189K 0.12% 307
2021
Q1 		$389K Buy
+5,535
New +$427K 0.19% 176

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

XTX Topco's NET Position: Q2 2026 in Review

XTX Topco reduced its Cloudflare (NET) stake by 64% in Q2 2026, selling an estimated $10.1M and leaving 25,795 shares worth $6.33M. The position accounts for 0.08% of the portfolio, ranked #277.

XTX Topco first reported a position in NET in Q1 2021 and has held it in 12 quarters since. The position peaked at $14.9M in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • XTX Topco held 25,795 shares of Cloudflare worth $6.33M as of Q2 2026.
  • XTX Topco sold 46,347 Cloudflare shares in Q2 2026, an estimated $10.1M.
  • Cloudflare made up 0.08% of XTX Topco's portfolio in Q2 2026, its #277 holding.
  • XTX Topco first reported a position in Cloudflare in Q1 2021 and has held it in 12 quarters since.
  • XTX Topco's Cloudflare position peaked at $14.9M in Q1 2026.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.