YDMI
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Y.D. More Investments’s Cloudflare NET Stock Holding History

Y.D. More Investments’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 		$5.32M Sell
21,697
-1,042
-5% -$228K 0.17% 53
2026
Q1 		$4.69M Sell
22,739
-3,268
-13% -$623K 0.18% 51
2025
Q4 		$5.13M Sell
26,007
-1,587
-6% -$336K 0.25% 47
2025
Q3 		$6.01M Sell
27,594
-1,882
-6% -$384K 0.34% 40
2025
Q2 		$5.73M Buy
29,476
+1,516
+5% +$220K 0.39% 40
2025
Q1 		$3.86M Sell
27,960
-4,061
-13% -$538K 0.34% 47
2024
Q4 		$3.45M Sell
32,021
-437
-1% -$42.7K 0.31% 52
2024
Q3 		$2.75M Sell
32,458
-2,769
-8% -$223K 0.29% 61
2024
Q2 		$2.92M Buy
35,227
+2,053
+6% +$166K 0.3% 54
2024
Q1 		$3.21M Buy
33,174
+4,193
+14% +$380K 0.57% 47
2023
Q4 		$2.26M Buy
28,981
+4,188
+17% +$293K 0.43% 52
2023
Q3 		$1.53M Sell
24,793
-48
-0.2% -$3.07K 0.29% 59
2023
Q2 		$1.62M Buy
24,841
+2,149
+9% +$128K 0.37% 43
2023
Q1 		$1.4M Sell
22,692
-6,003
-21% -$328K 0.32% 44
2022
Q4 		$1.3M Buy
+28,695
New +$1.42M 0.32% 56

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

Y.D. More Investments's NET Position: Q2 2026 in Review

Y.D. More Investments reduced its Cloudflare (NET) stake by 4.6% in Q2 2026, selling an estimated $228K and leaving 21,697 shares worth $5.32M. The position accounts for 0.17% of the portfolio, ranked #53.

Y.D. More Investments first reported a position in NET in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.01M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Y.D. More Investments held 21,697 shares of Cloudflare worth $5.32M as of Q2 2026.
  • Y.D. More Investments sold 1,042 Cloudflare shares in Q2 2026, an estimated $228K.
  • Cloudflare made up 0.17% of Y.D. More Investments's portfolio in Q2 2026, its #53 holding.
  • Y.D. More Investments first reported a position in Cloudflare in Q4 2022 and has held it in 15 quarters since.
  • Y.D. More Investments's Cloudflare position peaked at $6.01M in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.