AC
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AlphaCore Capital’s Cloudflare NET Stock Holding History

AlphaCore Capital’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 		$493K Buy
2,011
+316
+19% +$69.1K 0.01% 692
2026
Q1 		$350K Sell
1,695
-30
-2% -$5.72K 0.01% 650
2025
Q4 		$340K Buy
1,725
+336
+24% +$71.1K 0.01% 753
2025
Q3 		$298K Buy
1,389
+703
+102% +$144K 0.01% 590
2025
Q2 		$134K Buy
+686
New +$99.6K 0.01% 663

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

AlphaCore Capital's NET Position: Q2 2026 in Review

AlphaCore Capital increased its Cloudflare (NET) stake by 19% in Q2 2026, buying an estimated $69.1K and bringing the position to 2,011 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #692.

AlphaCore Capital first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • AlphaCore Capital held 2,011 shares of Cloudflare worth $493K as of Q2 2026.
  • AlphaCore Capital bought 316 Cloudflare shares in Q2 2026, an estimated $69.1K.
  • Cloudflare made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #692 holding.
  • AlphaCore Capital first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.