BJF
NET icon

Blue Jean Financial’s Cloudflare NET Stock Holding History

Blue Jean Financial’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 		$3.8M Buy
+15,475
New +$3.39M 2.64% 5
2026
Q1 		– Sell
-8,809
Closed -$1.74M – 87
2025
Q4 		$1.74M Buy
+8,809
New +$1.86M 1.41% 25

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

Blue Jean Financial's NET Position: Q2 2026 in Review

Blue Jean Financial opened a new position in Cloudflare (NET) in Q2 2026: 15,475 shares worth $3.8M. The stake represents 2.64% of the portfolio and ranks #5 among its holdings. This is a return to the name: Blue Jean Financial previously reported a position in NET as recently as Q4 2025.

Blue Jean Financial first reported a position in NET in Q4 2025 and has held it in 2 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Blue Jean Financial held 15,475 shares of Cloudflare worth $3.8M as of Q2 2026.
  • Cloudflare was a new Blue Jean Financial position in Q2 2026.
  • Cloudflare made up 2.64% of Blue Jean Financial's portfolio in Q2 2026, its #5 holding.
  • Blue Jean Financial first reported a position in Cloudflare in Q4 2025 and has held it in 2 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Blue Jean Financial's 13F filing for Q2 2026, filed 24 Jul 2026.