BAM
NET icon

Belpointe Asset Management’s Cloudflare NET Stock Holding History

Belpointe 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 		$3.68M Buy
14,994
+3,225
+27% +$706K 0.12% 157
2026
Q1 		$2.43M Buy
11,769
+4,327
+58% +$825K 0.09% 209
2025
Q4 		$1.47M Sell
7,442
-326
-4% -$69K 0.05% 303
2025
Q3 		$1.67M Sell
7,768
-1,350
-15% -$276K 0.06% 264
2025
Q2 		$1.79M Buy
9,118
+1,331
+17% +$193K 0.07% 221
2025
Q1 		$878K Buy
+7,787
New +$1.03M 0.05% 370
2023
Q2 		– Sell
-5,829
Closed -$359K – 2338
2023
Q1 		$359K Buy
5,829
+5,151
+760% +$282K 0.02% 674
2022
Q4 		$30.7K Buy
+678
New +$33.5K ﹤0.01% 1894
2022
Q3 		– Sell
-2,756
Closed -$121K – 1215
2022
Q2 		$121K Sell
2,756
-263
-9% -$18.9K 0.01% 1030
2022
Q1 		$362K Buy
3,019
+322
+12% +$33.6K 0.02% 648
2021
Q4 		$355K Sell
2,697
-536
-17% -$89.8K 0.02% 638
2021
Q3 		$364K Buy
3,233
+1,055
+48% +$126K 0.02% 616
2021
Q2 		$231K Sell
2,178
-4,895
-69% -$405K 0.02% 781
2021
Q1 		$497K Buy
+7,073
New +$545K 0.04% 442

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

Belpointe Asset Management's NET Position: Q2 2026 in Review

Belpointe Asset Management increased its Cloudflare (NET) stake by 27% in Q2 2026, buying an estimated $706K and bringing the position to 14,994 shares worth $3.68M. The position accounts for 0.12% of the portfolio, ranked #157.

Belpointe Asset Management first reported a position in NET in Q1 2021 and has held it in 14 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Belpointe Asset Management held 14,994 shares of Cloudflare worth $3.68M as of Q2 2026.
  • Belpointe Asset Management bought 3,225 Cloudflare shares in Q2 2026, an estimated $706K.
  • Cloudflare made up 0.12% of Belpointe Asset Management's portfolio in Q2 2026, its #157 holding.
  • Belpointe Asset Management first reported a position in Cloudflare in Q1 2021 and has held it in 14 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.