Baker Avenue Asset Management’s Cloudflare NET Stock Holding History

Baker Avenue Asset Management’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	$359K	Buy	+1,465	New	+$321K	0.01%	621
2023 Q4	–	Sell	-22	Closed	-$1.37K	–	1089
2023 Q3	$1.37K	Sell	22 -5	-19%	-$320	﹤0.01%	1210
2023 Q2	$1.76K	Sell	27 -2	-7%	-$119	﹤0.01%	1018
2023 Q1	$1.79K	Sell	29 -7	-19%	-$383	﹤0.01%	1016
2022 Q4	$1.63K	Buy	+36	New	+$1.78K	﹤0.01%	976

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

Baker Avenue Asset Management's NET Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Cloudflare (NET) in Q2 2026: 1,465 shares worth $359K. The stake represents 0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in NET as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in NET in Q4 2022 and has held it in 5 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Baker Avenue Asset Management held 1,465 shares of Cloudflare worth $359K as of Q2 2026.
Cloudflare was a new Baker Avenue Asset Management position in Q2 2026.
Cloudflare made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #621 holding.
Baker Avenue Asset Management first reported a position in Cloudflare in Q4 2022 and has held it in 5 quarters since.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.