Balboa Wealth Partners’s Cloudflare NET Stock Holding History

Balboa Wealth 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	$390K	Sell	1,592 -100	-6%	-$21.9K	0.05%	286
2026 Q1	$349K	Sell	1,692 -133	-7%	-$25.4K	0.06%	270
2025 Q4	$360K	Buy	1,825 +13	+0.7%	+$2.75K	0.06%	243
2025 Q3	$389K	Buy	1,812 +312	+21%	+$63.7K	0.07%	221
2025 Q2	$294K	Buy	+1,500	New	+$218K	0.06%	254
2024 Q1	–	Sell	-2,537	Closed	-$211K	–	305
2023 Q4	$211K	Buy	+2,537	New	+$177K	0.07%	207
2023 Q2	–	Sell	-4,560	Closed	-$281K	–	325
2023 Q1	$281K	Sell	4,560 -1,940	-30%	-$106K	0.11%	169
2022 Q4	$294K	Buy	+6,500	New	+$322K	0.13%	159

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

Balboa Wealth Partners's NET Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Cloudflare (NET) stake by 5.9% in Q2 2026, selling an estimated $21.9K and leaving 1,592 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #286.

Balboa Wealth Partners first reported a position in NET in Q4 2022 and has held it in 8 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Balboa Wealth Partners held 1,592 shares of Cloudflare worth $390K as of Q2 2026.
Balboa Wealth Partners sold 100 Cloudflare shares in Q2 2026, an estimated $21.9K.
Cloudflare made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #286 holding.
Balboa Wealth Partners first reported a position in Cloudflare in Q4 2022 and has held it in 8 quarters since.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.