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Brinker Capital Investments’s Cloudflare NET Stock Holding History

Brinker Capital Investments’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 		$6.54M Buy
26,663
+3,507
+15% +$767K 0.05% 319
2026
Q1 		$4.78M Buy
23,156
+1,859
+9% +$355K 0.04% 381
2025
Q4 		$4.2M Buy
21,297
+95
+0.4% +$20.1K 0.03% 500
2025
Q3 		$4.55M Buy
21,202
+7,245
+52% +$1.48M 0.04% 462
2025
Q2 		$2.73M Buy
13,957
+7,585
+119% +$1.1M 0.02% 629
2025
Q1 		$718K Buy
6,372
+4,364
+217% +$578K 0.01% 1234
2024
Q4 		$216K Buy
+2,008
New +$196K ﹤0.01% 1718

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

Brinker Capital Investments's NET Position: Q2 2026 in Review

Brinker Capital Investments increased its Cloudflare (NET) stake by 15% in Q2 2026, buying an estimated $767K and bringing the position to 26,663 shares worth $6.54M. The position accounts for 0.05% of the portfolio, ranked #319.

Brinker Capital Investments first reported a position in NET in Q4 2024 and has held it in 7 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Brinker Capital Investments held 26,663 shares of Cloudflare worth $6.54M as of Q2 2026.
  • Brinker Capital Investments bought 3,507 Cloudflare shares in Q2 2026, an estimated $767K.
  • Cloudflare made up 0.05% of Brinker Capital Investments's portfolio in Q2 2026, its #319 holding.
  • Brinker Capital Investments first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.