BFIC
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Bedell Frazier Investment Counselling’s Cloudflare NET Stock Holding History

Bedell Frazier Investment Counselling’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
Q1 		$255K Buy
1,238
+10
+0.8% +$1.91K 0.05% 116
2025
Q4 		$242K Buy
1,228
+144
+13% +$30.5K 0.05% 124
2025
Q3 		$233K Buy
+1,084
New +$221K 0.05% 121

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return

Bedell Frazier Investment Counselling's NET Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its Cloudflare (NET) stake by 0.81% in Q1 2026, buying an estimated $1.91K and bringing the position to 1,238 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #116.

Bedell Frazier Investment Counselling first reported a position in NET in Q3 2025 and has held it in 3 quarters since. 1,134 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Bedell Frazier Investment Counselling held 1,238 shares of Cloudflare worth $255K as of Q1 2026.
  • Bedell Frazier Investment Counselling bought 10 Cloudflare shares in Q1 2026, an estimated $1.91K.
  • Cloudflare made up 0.05% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #116 holding.
  • Bedell Frazier Investment Counselling first reported a position in Cloudflare in Q3 2025 and has held it in 3 quarters since.
  • 1,134 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.