Brown Advisory’s Cloudflare NET Stock Holding History

Brown Advisory’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	$4.48M	Sell	18,251 -4,916	-21%	-$1.08M	0.01%	570
2026 Q1	$4.78M	Sell	23,167 -7,096	-23%	-$1.35M	0.01%	534
2025 Q4	$5.97M	Buy	30,263 +5,336	+21%	+$1.13M	0.01%	514
2025 Q3	$5.35M	Sell	24,927 -10,228	-29%	-$2.09M	0.01%	522
2025 Q2	$6.88M	Buy	35,155 +28,611	+437%	+$4.15M	0.01%	462
2025 Q1	$737K	Buy	6,544 +4,263	+187%	+$565K	﹤0.01%	865
2024 Q4	$246K	Buy	+2,281	New	+$223K	﹤0.01%	1224
2021 Q4	–	Sell	-7,092	Closed	-$799K	–	1269
2021 Q3	$799K	Buy	+7,092	New	+$847K	﹤0.01%	746
2021 Q1	–	Sell	-11,079	Closed	-$842K	–	1105
2020 Q4	$842K	Buy	+11,079	New	+$726K	﹤0.01%	684

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Brown Advisory's NET Position: Q2 2026 in Review

Brown Advisory reduced its Cloudflare (NET) stake by 21% in Q2 2026, selling an estimated $1.08M and leaving 18,251 shares worth $4.48M. The position accounts for 0.01% of the portfolio, ranked #570.

Brown Advisory first reported a position in NET in Q4 2020 and has held it in 9 quarters since. The position peaked at $6.88M in Q2 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Brown Advisory held 18,251 shares of Cloudflare worth $4.48M as of Q2 2026.
Brown Advisory sold 4,916 Cloudflare shares in Q2 2026, an estimated $1.08M.
Cloudflare made up 0.01% of Brown Advisory's portfolio in Q2 2026, its #570 holding.
Brown Advisory first reported a position in Cloudflare in Q4 2020 and has held it in 9 quarters since.
Brown Advisory's Cloudflare position peaked at $6.88M in Q2 2025.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.