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Brandywine Managers’s Cloudflare NET Stock Holding History

Brandywine Managers’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 		$2.62M Buy
10,677
+771
+8% +$169K 1.3% 9
2026
Q1 		$2.04M Hold
9,906
– – 1.2% 8
2025
Q4 		$1.95M Hold
9,906
– – 0.97% 8
2025
Q3 		$2.13M Hold
9,906
– – 2.04% 8
2025
Q2 		$1.94M Hold
9,906
– – 1.93% 8
2025
Q1 		$1.12M Hold
9,906
– – 1.34% 13
2024
Q4 		$1.07M Hold
9,906
– – 1.12% 12
2024
Q3 		$801K Hold
9,906
– – 0.86% 18
2024
Q2 		$821K Buy
+9,906
New +$799K 0.87% 17

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

Brandywine Managers's NET Position: Q2 2026 in Review

Brandywine Managers increased its Cloudflare (NET) stake by 7.8% in Q2 2026, buying an estimated $169K and bringing the position to 10,677 shares worth $2.62M. The position accounts for 1.3% of the portfolio, ranked #9.

Brandywine Managers first reported a position in NET in Q2 2024 and has held it in 9 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Brandywine Managers held 10,677 shares of Cloudflare worth $2.62M as of Q2 2026.
  • Brandywine Managers bought 771 Cloudflare shares in Q2 2026, an estimated $169K.
  • Cloudflare made up 1.3% of Brandywine Managers's portfolio in Q2 2026, its #9 holding.
  • Brandywine Managers first reported a position in Cloudflare in Q2 2024 and has held it in 9 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Brandywine Managers's 13F filing for Q2 2026, filed 14 Aug 2026.