AB
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Atlas Brown’s Cloudflare NET Stock Holding History

Atlas Brown’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 		$2.03M Sell
8,286
-40
-0.5% -$8.75K 0.55% 45
2026
Q1 		$1.72M Buy
8,326
+25
+0.3% +$4.77K 0.52% 56
2025
Q4 		$1.64M Sell
8,301
-526
-6% -$111K 0.49% 54
2025
Q3 		$1.89M Sell
8,827
-20
-0.2% -$4.08K 0.56% 48
2025
Q2 		$1.73M Hold
8,847
– – 0.56% 49
2025
Q1 		$997K Buy
8,847
+344
+4% +$45.6K 0.35% 77
2024
Q4 		$916K Hold
8,503
– – 0.31% 84
2024
Q3 		$688K Hold
8,503
– – 0.24% 98
2024
Q2 		$704K Buy
8,503
+20
+0.2% +$1.61K 0.25% 97
2024
Q1 		$821K Buy
8,483
+783
+10% +$70.9K 0.3% 91
2023
Q4 		$641K Buy
7,700
+300
+4% +$21K 0.27% 99
2023
Q3 		$466K Hold
7,400
– – 0.21% 108
2023
Q2 		$484K Hold
7,400
– – 0.21% 112
2023
Q1 		$456K Buy
7,400
+450
+6% +$24.6K 0.21% 118
2022
Q4 		$314K Buy
6,950
+1,250
+22% +$61.8K 0.15% 134
2022
Q3 		$315K Buy
5,700
+50
+0.9% +$2.97K 0.16% 134
2022
Q2 		$247K Buy
5,650
+2,500
+79% +$180K 0.12% 152
2022
Q1 		$377K Buy
3,150
+1,550
+97% +$162K 0.15% 135
2021
Q4 		$210K Buy
+1,600
New +$268K 0.08% 183

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

Atlas Brown's NET Position: Q2 2026 in Review

Atlas Brown reduced its Cloudflare (NET) stake by 0.48% in Q2 2026, selling an estimated $8.75K and leaving 8,286 shares worth $2.03M. The position accounts for 0.55% of the portfolio, ranked #45.

Atlas Brown first reported a position in NET in Q4 2021 and has held it in 19 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Atlas Brown held 8,286 shares of Cloudflare worth $2.03M as of Q2 2026.
  • Atlas Brown sold 40 Cloudflare shares in Q2 2026, an estimated $8.75K.
  • Cloudflare made up 0.55% of Atlas Brown's portfolio in Q2 2026, its #45 holding.
  • Atlas Brown first reported a position in Cloudflare in Q4 2021 and has held it in 19 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.