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Basepoint Wealth’s Cloudflare NET Stock Holding History

Basepoint Wealth’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 		$13K Buy
53
+25
+89% +$5.47K 0.01% 374
2026
Q1 		$5.78K Hold
28
– – ﹤0.01% 469
2025
Q4 		$5.52K Buy
+28
New +$5.92K ﹤0.01% 453

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

Basepoint Wealth's NET Position: Q2 2026 in Review

Basepoint Wealth increased its Cloudflare (NET) stake by 89% in Q2 2026, buying an estimated $5.47K and bringing the position to 53 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #374.

Basepoint Wealth first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Basepoint Wealth held 53 shares of Cloudflare worth $13K as of Q2 2026.
  • Basepoint Wealth bought 25 Cloudflare shares in Q2 2026, an estimated $5.47K.
  • Cloudflare made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #374 holding.
  • Basepoint Wealth first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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