BFS
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Bradley Foster & Sargent’s Cloudflare NET Stock Holding History

Bradley Foster & Sargent’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 		$602K Buy
+2,455
New +$537K 0.01% 379
2025
Q1 		– Sell
-12,000
Closed -$1.29M – 471
2024
Q4 		$1.29M Buy
+12,000
New +$1.17M 0.02% 256

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

Bradley Foster & Sargent's NET Position: Q2 2026 in Review

Bradley Foster & Sargent opened a new position in Cloudflare (NET) in Q2 2026: 2,455 shares worth $602K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Bradley Foster & Sargent previously reported a position in NET as recently as Q4 2024.

Bradley Foster & Sargent first reported a position in NET in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.29M in Q4 2024. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Bradley Foster & Sargent held 2,455 shares of Cloudflare worth $602K as of Q2 2026.
  • Cloudflare was a new Bradley Foster & Sargent position in Q2 2026.
  • Cloudflare made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #379 holding.
  • Bradley Foster & Sargent first reported a position in Cloudflare in Q4 2024 and has held it in 2 quarters since.
  • Bradley Foster & Sargent's Cloudflare position peaked at $1.29M in Q4 2024.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.