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AXS Investments’s Cloudflare NET Stock Holding History

AXS Investments’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 		$780K Buy
3,178
+52
+2% +$11.4K 0.22% 74
2026
Q1 		$645K Sell
3,126
-432
-12% -$82.4K 0.26% 76
2025
Q4 		$701K Sell
3,558
-1
-0% -$212 0.24% 82
2025
Q3 		$764K Buy
+3,559
New +$727K 0.24% 85
2025
Q2 		– Sell
-9,095
Closed -$1.02M – 195
2025
Q1 		$1.02M Buy
+9,095
New +$1.21M 0.28% 159

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

AXS Investments's NET Position: Q2 2026 in Review

AXS Investments increased its Cloudflare (NET) stake by 1.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 3,178 shares worth $780K. The position accounts for 0.22% of the portfolio, ranked #74.

AXS Investments first reported a position in NET in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • AXS Investments held 3,178 shares of Cloudflare worth $780K as of Q2 2026.
  • AXS Investments bought 52 Cloudflare shares in Q2 2026, an estimated $11.4K.
  • Cloudflare made up 0.22% of AXS Investments's portfolio in Q2 2026, its #74 holding.
  • AXS Investments first reported a position in Cloudflare in Q1 2025 and has held it in 5 quarters since.
  • AXS Investments's Cloudflare position peaked at $1.02M in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.