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Cardiff Park Advisors’s Cloudflare NET Stock Holding History

Cardiff Park Advisors’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
Q1 		$356K Sell
1,726
-380
-18% -$72.5K 0.03% 215
2025
Q4 		$415K Sell
2,106
-220
-9% -$46.5K 0.03% 190
2025
Q3 		$499K Sell
2,326
-180
-7% -$36.7K 0.04% 186
2025
Q2 		$491K Sell
2,506
-220
-8% -$31.9K 0.04% 171
2025
Q1 		$307K Buy
2,726
+235
+9% +$31.2K 0.03% 208
2024
Q4 		$268K Hold
2,491
– – 0.03% 223
2024
Q3 		$201K Hold
2,491
– – 0.02% 255
2024
Q2 		$206K Buy
2,491
+70
+3% +$5.65K 0.02% 241
2024
Q1 		$234K Buy
+2,421
New +$219K 0.02% 232

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cardiff Park Advisors's NET Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Cloudflare (NET) stake by 18% in Q1 2026, selling an estimated $72.5K and leaving 1,726 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #215.

Cardiff Park Advisors first reported a position in NET in Q1 2024 and has held it in 9 quarters since. The position peaked at $499K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Cardiff Park Advisors held 1,726 shares of Cloudflare worth $356K as of Q1 2026.
  • Cardiff Park Advisors sold 380 Cloudflare shares in Q1 2026, an estimated $72.5K.
  • Cloudflare made up 0.03% of Cardiff Park Advisors's portfolio in Q1 2026, its #215 holding.
  • Cardiff Park Advisors first reported a position in Cloudflare in Q1 2024 and has held it in 9 quarters since.
  • Cardiff Park Advisors's Cloudflare position peaked at $499K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.