Birchcreek Wealth Management’s Cloudflare NET Stock Holding History

Birchcreek Wealth 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 Q1	$206K	Buy	+1,000	New	+$191K	0.1%	117
2025 Q4	–	Sell	-1,000	Closed	-$215K	–	118
2025 Q3	$215K	Buy	+1,000	New	+$204K	0.11%	112
2025 Q2	–	Sell	-2,000	Closed	-$225K	–	118
2025 Q1	$225K	Hold	2,000	–	–	0.14%	104
2024 Q4	$215K	Buy	+2,000	New	+$195K	0.14%	111
2021 Q1	–	Sell	-1,100	Closed	-$83K	–	228
2020 Q4	$83K	Buy	+1,100	New	+$72.1K	0.08%	163

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birchcreek Wealth Management's NET Position: Q1 2026 in Review

Birchcreek Wealth Management opened a new position in Cloudflare (NET) in Q1 2026: 1,000 shares worth $206K. The stake represents 0.1% of the portfolio and ranks #117 among its holdings. This is a return to the name: Birchcreek Wealth Management previously reported a position in NET as recently as Q3 2025.

Birchcreek Wealth Management first reported a position in NET in Q4 2020 and has held it in 5 quarters since. The position peaked at $225K in Q1 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Birchcreek Wealth Management held 1,000 shares of Cloudflare worth $206K as of Q1 2026.
Cloudflare was a new Birchcreek Wealth Management position in Q1 2026.
Cloudflare made up 0.1% of Birchcreek Wealth Management's portfolio in Q1 2026, its #117 holding.
Birchcreek Wealth Management first reported a position in Cloudflare in Q4 2020 and has held it in 5 quarters since.
Birchcreek Wealth Management's Cloudflare position peaked at $225K in Q1 2025.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.