Question 1

Does Capital Fund Management own NET stock?

Accepted Answer

No. Capital Fund Management exited its NET (Cloudflare) position in Q2 2025. Its Q1 2025 13F listed 274,107 shares worth $30.9M.

Question 2

How many shares of NET does Capital Fund Management own?

Accepted Answer

None since Q2 2025, when Capital Fund Management exited the position. Its Q1 2025 13F listed 274,107 shares worth $30.9M.

Question 3

What is Capital Fund Management's NET position worth?

Accepted Answer

Capital Fund Management's NET position was worth $30.9M in its Q1 2025 13F, before the exit in Q2 2025.

Question 4

Is Capital Fund Management buying or selling NET?

Accepted Answer

In Q2 2025, Capital Fund Management exited its entire NET position.

Question 5

When did Capital Fund Management first buy NET?

Accepted Answer

Capital Fund Management first reported NET in its Q2 2021 13F and listed it in 13 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$194.05	0
2025-Q1	Decreased	274,107	-12.9%	$30.9M	0.1%	$114.92	0
2024-Q4	Increased	314,787	+33.3%	$33.9M	0.1%	$109.03	37
2024-Q3	Decreased	236,102	-34.1%	$19.1M	0.1%	$81.59	0