AP
NET icon

Aspect Partners’s Cloudflare NET Stock Holding History

Aspect 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 		$64K Buy
261
+3
+1% +$656 0.02% 136
2026
Q1 		$53.2K Hold
258
– – 0.02% 135
2025
Q4 		$50.9K Hold
258
– – 0.02% 143
2025
Q3 		$55.4K Buy
258
+8
+3% +$1.63K 0.03% 150
2025
Q2 		$49K Hold
250
– – 0.02% 148
2025
Q1 		$28.2K Hold
250
– – 0.02% 163
2024
Q4 		$26.9K Hold
250
– – 0.02% 174
2024
Q3 		$20.2K Hold
250
– – 0.01% 191
2024
Q2 		$20.7K Hold
250
– – 0.01% 181
2024
Q1 		$24.2K Hold
250
– – 0.02% 165
2023
Q4 		$20.8K Buy
+250
New +$17.5K 0.01% 168

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

Aspect Partners's NET Position: Q2 2026 in Review

Aspect Partners increased its Cloudflare (NET) stake by 1.2% in Q2 2026, buying an estimated $656 and bringing the position to 261 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #136.

Aspect Partners first reported a position in NET in Q4 2023 and has held it in 11 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Aspect Partners held 261 shares of Cloudflare worth $64K as of Q2 2026.
  • Aspect Partners bought 3 Cloudflare shares in Q2 2026, an estimated $656.
  • Cloudflare made up 0.02% of Aspect Partners's portfolio in Q2 2026, its #136 holding.
  • Aspect Partners first reported a position in Cloudflare in Q4 2023 and has held it in 11 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.