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Yousif Capital Management’s Cloudflare NET Stock Holding History

Yousif Capital 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 		$1.05M Sell
4,292
-13
-0.3% -$2.84K 0.01% 1031
2026
Q1 		$888K Buy
4,305
+194
+5% +$37K 0.01% 1124
2025
Q4 		$729K Buy
4,111
+109
+3% +$23.1K 0.01% 1239
2025
Q3 		$859K Sell
4,002
-42
-1% -$8.57K 0.01% 1181
2025
Q2 		$792K Buy
4,044
+75
+2% +$10.9K 0.01% 1258
2025
Q1 		$447K Buy
3,969
+98
+3% +$13K 0.01% 1484
2024
Q4 		$417K Buy
3,871
+14
+0.4% +$1.37K ﹤0.01% 1554
2024
Q3 		$312K Buy
3,857
+55
+1% +$4.42K ﹤0.01% 1710
2024
Q2 		$315K Buy
3,802
+67
+2% +$5.41K ﹤0.01% 1673
2024
Q1 		$362K Buy
3,735
+336
+10% +$30.4K ﹤0.01% 1663
2023
Q4 		$283K Buy
3,399
+130
+4% +$9.09K ﹤0.01% 1773
2023
Q3 		$206K Sell
3,269
-30
-0.9% -$1.92K ﹤0.01% 1849
2023
Q2 		$216K Buy
+3,299
New +$197K ﹤0.01% 1826
2022
Q2 		– Sell
-3,757
Closed -$450K – 1998
2022
Q1 		$450K Buy
3,757
+95
+3% +$9.91K ﹤0.01% 1687
2021
Q4 		$482K Buy
+3,662
New +$614K 0.01% 1675

Other funds holding NET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Yousif Capital Management's NET Position: Q2 2026 in Review

Yousif Capital Management reduced its Cloudflare (NET) stake by 0.3% in Q2 2026, selling an estimated $2.84K and leaving 4,292 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1031.

Yousif Capital Management first reported a position in NET in Q4 2021 and has held it in 15 quarters since. 644 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Yousif Capital Management held 4,292 shares of Cloudflare worth $1.05M as of Q2 2026.
  • Yousif Capital Management sold 13 Cloudflare shares in Q2 2026, an estimated $2.84K.
  • Cloudflare made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1031 holding.
  • Yousif Capital Management first reported a position in Cloudflare in Q4 2021 and has held it in 15 quarters since.
  • 644 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.