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Beacon Pointe Advisors’s Cloudflare NET Stock Holding History

Beacon Pointe Advisors’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 		$4.54M Sell
18,508
-1,108
-6% -$242K 0.02% 536
2026
Q1 		$4.05M Sell
19,616
-1,551
-7% -$296K 0.02% 525
2025
Q4 		$4.17M Sell
21,167
-134
-0.6% -$28.3K 0.03% 431
2025
Q3 		$4.57M Buy
21,301
+1,449
+7% +$296K 0.04% 373
2025
Q2 		$3.89M Buy
19,852
+562
+3% +$81.6K 0.04% 363
2025
Q1 		$2.17M Sell
19,290
-72
-0.4% -$9.54K 0.02% 441
2024
Q4 		$2.08M Sell
19,362
-354
-2% -$34.6K 0.02% 450
2024
Q3 		$1.59M Sell
19,716
-253
-1% -$20.3K 0.02% 511
2024
Q2 		$1.65M Buy
19,969
+1,331
+7% +$107K 0.02% 522
2024
Q1 		$1.8M Buy
18,638
+1,678
+10% +$152K 0.02% 522
2023
Q4 		$1.41M Buy
16,960
+6,622
+64% +$463K 0.02% 568
2023
Q3 		$652K Buy
+10,338
New +$662K 0.01% 770

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

Beacon Pointe Advisors's NET Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Cloudflare (NET) stake by 5.6% in Q2 2026, selling an estimated $242K and leaving 18,508 shares worth $4.54M. The position accounts for 0.02% of the portfolio, ranked #536.

Beacon Pointe Advisors first reported a position in NET in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.57M in Q3 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Beacon Pointe Advisors held 18,508 shares of Cloudflare worth $4.54M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,108 Cloudflare shares in Q2 2026, an estimated $242K.
  • Cloudflare made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #536 holding.
  • Beacon Pointe Advisors first reported a position in Cloudflare in Q3 2023 and has held it in 12 quarters since.
  • Beacon Pointe Advisors's Cloudflare position peaked at $4.57M in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.