BJL
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Brighton Jones LLC’s Cloudflare NET Stock Holding History

Brighton Jones LLC’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 		$1.93M Buy
7,879
+3,626
+85% +$793K 0.04% 305
2026
Q1 		$878K Buy
+4,253
New +$811K 0.02% 501
2025
Q4 		– Sell
-3,132
Closed -$672K – 635
2025
Q3 		$672K Buy
3,132
+357
+13% +$72.9K 0.02% 523
2025
Q2 		$544K Sell
2,775
-1,398
-34% -$203K 0.01% 505
2025
Q1 		$470K Buy
4,173
+232
+6% +$30.8K 0.02% 405
2024
Q4 		$424K Buy
3,941
+8
+0.2% +$782 0.01% 434
2024
Q3 		$318K Sell
3,933
-22,866
-85% -$1.84M 0.01% 413
2024
Q2 		$2.22M Sell
26,799
-31
-0.1% -$2.5K 0.07% 137
2024
Q1 		$2.6M Buy
26,830
+174
+0.7% +$15.8K 0.09% 115
2023
Q4 		$2.22M Buy
26,656
+158
+0.6% +$11.1K 0.09% 124
2023
Q3 		$1.67M Buy
26,498
+42
+0.2% +$2.69K 0.08% 136
2023
Q2 		$1.73M Buy
26,456
+72
+0.3% +$4.3K 0.09% 136
2023
Q1 		$1.63M Buy
+26,384
New +$1.44M 0.09% 135
2022
Q4 		– Sell
-6,231
Closed -$345K – 505
2022
Q3 		$345K Buy
6,231
+50
+0.8% +$2.97K 0.02% 306
2022
Q2 		$270K Buy
6,181
+212
+4% +$15.3K 0.02% 350
2022
Q1 		$714K Buy
5,969
+199
+3% +$20.8K 0.03% 218
2021
Q4 		$759K Buy
5,770
+240
+4% +$40.2K 0.04% 210
2021
Q3 		$623K Buy
5,530
+183
+3% +$21.9K 0.03% 232
2021
Q2 		$566K Sell
5,347
-79
-1% -$6.54K 0.03% 237
2021
Q1 		$381K Buy
5,426
+2,687
+98% +$207K 0.02% 274
2020
Q4 		$208K Buy
+2,739
New +$180K 0.01% 370

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

Brighton Jones LLC's NET Position: Q2 2026 in Review

Brighton Jones LLC increased its Cloudflare (NET) stake by 85% in Q2 2026, buying an estimated $793K and bringing the position to 7,879 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #305.

Brighton Jones LLC first reported a position in NET in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.6M in Q1 2024. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Brighton Jones LLC held 7,879 shares of Cloudflare worth $1.93M as of Q2 2026.
  • Brighton Jones LLC bought 3,626 Cloudflare shares in Q2 2026, an estimated $793K.
  • Cloudflare made up 0.04% of Brighton Jones LLC's portfolio in Q2 2026, its #305 holding.
  • Brighton Jones LLC first reported a position in Cloudflare in Q4 2020 and has held it in 21 quarters since.
  • Brighton Jones LLC's Cloudflare position peaked at $2.6M in Q1 2024.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.