AP
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Americana Partners’s Cloudflare NET Stock Holding History

Americana Partners’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 		$329K Buy
+1,340
New +$293K 0.01% 465
2026
Q1 		– Sell
-1,739
Closed -$343K – 526
2025
Q4 		$343K Buy
1,739
+724
+71% +$153K 0.01% 381
2025
Q3 		$218K Buy
+1,015
New +$207K 0.01% 434

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Americana Partners's NET Position: Q2 2026 in Review

Americana Partners opened a new position in Cloudflare (NET) in Q2 2026: 1,340 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: Americana Partners previously reported a position in NET as recently as Q4 2025.

Americana Partners first reported a position in NET in Q3 2025 and has held it in 3 quarters since. The position peaked at $343K in Q4 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Americana Partners held 1,340 shares of Cloudflare worth $329K as of Q2 2026.
  • Cloudflare was a new Americana Partners position in Q2 2026.
  • Cloudflare made up 0.01% of Americana Partners's portfolio in Q2 2026, its #465 holding.
  • Americana Partners first reported a position in Cloudflare in Q3 2025 and has held it in 3 quarters since.
  • Americana Partners's Cloudflare position peaked at $343K in Q4 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.