Baird Financial Group’s Cloudflare NET Stock Holding History

Baird Financial Group’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	$947K	Buy	3,860 +548	+17%	+$120K	﹤0.01%	1340
2026 Q1	$683K	Buy	3,312 +1,452	+78%	+$277K	﹤0.01%	1389
2025 Q4	$367K	Buy	+1,860	New	+$393K	﹤0.01%	1577
2022 Q2	–	Sell	-2,906	Closed	-$348K	–	1833
2022 Q1	$348K	Sell	2,906 -13,472	-82%	-$1.4M	﹤0.01%	1565
2021 Q4	$2.15M	Buy	16,378 +37	+0.2%	+$6.2K	0.01%	908
2021 Q3	$1.84M	Buy	16,341 +1,641	+11%	+$196K	﹤0.01%	978
2021 Q2	$1.56M	Sell	14,700 -12,737	-46%	-$1.05M	﹤0.01%	1014
2021 Q1	$1.93M	Buy	27,437 +11,079	+68%	+$854K	0.01%	898
2020 Q4	$1.24M	Sell	16,358 -962	-6%	-$63.1K	﹤0.01%	936
2020 Q3	$711K	Buy	+17,320	New	+$663K	﹤0.01%	1051

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Baird Financial Group's NET Position: Q2 2026 in Review

Baird Financial Group increased its Cloudflare (NET) stake by 17% in Q2 2026, buying an estimated $120K and bringing the position to 3,860 shares worth $947K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Baird Financial Group first reported a position in NET in Q3 2020 and has held it in 10 quarters since. The position peaked at $2.15M in Q4 2021. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Baird Financial Group held 3,860 shares of Cloudflare worth $947K as of Q2 2026.
Baird Financial Group bought 548 Cloudflare shares in Q2 2026, an estimated $120K.
Cloudflare made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1340 holding.
Baird Financial Group first reported a position in Cloudflare in Q3 2020 and has held it in 10 quarters since.
Baird Financial Group's Cloudflare position peaked at $2.15M in Q4 2021.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.