BIM
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Bridges Investment Management’s Cloudflare NET Stock Holding History

Bridges Investment 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 		$749K Hold
3,053
– – 0.01% 278
2026
Q1 		$630K Buy
3,053
+118
+4% +$22.5K 0.01% 276
2025
Q4 		$579K Buy
2,935
+840
+40% +$178K 0.01% 284
2025
Q3 		$450K Sell
2,095
-5
-0.2% -$1.02K 0.01% 304
2025
Q2 		$411K Buy
2,100
+26
+1% +$3.77K 0.01% 312
2025
Q1 		$234K Buy
+2,074
New +$275K ﹤0.01% 372

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bridges Investment Management's NET Position: Q2 2026 in Review

Bridges Investment Management held its Cloudflare (NET) position steady in Q2 2026 at 3,053 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #278.

Bridges Investment Management first reported a position in NET in Q1 2025 and has held it in 6 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Bridges Investment Management held 3,053 shares of Cloudflare worth $749K as of Q2 2026.
  • Bridges Investment Management left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #278 holding.
  • Bridges Investment Management first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.