C
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Certuity’s Cloudflare NET Stock Holding History

Certuity’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 		$852K Sell
3,473
-798
-19% -$175K 0.04% 202
2026
Q1 		$881K Buy
4,271
+1,115
+35% +$213K 0.06% 183
2025
Q4 		$622K Buy
3,156
+57
+2% +$12.1K 0.04% 227
2025
Q3 		$665K Sell
3,099
-372
-11% -$75.9K 0.05% 209
2025
Q2 		$680K Buy
3,471
+578
+20% +$83.9K 0.06% 169
2025
Q1 		$326K Buy
2,893
+13
+0.5% +$1.72K 0.03% 246
2024
Q4 		$310K Buy
2,880
+331
+13% +$32.3K 0.03% 257
2024
Q3 		$238K Sell
2,549
-390
-13% -$31.4K 0.03% 306
2024
Q2 		$243K Buy
2,939
+432
+17% +$34.9K 0.02% 300
2024
Q1 		$243K Buy
2,507
+7
+0.3% +$634 0.02% 276
2023
Q4 		$208K Buy
+2,500
New +$175K 0.02% 313

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

Certuity's NET Position: Q2 2026 in Review

Certuity reduced its Cloudflare (NET) stake by 19% in Q2 2026, selling an estimated $175K and leaving 3,473 shares worth $852K. The position accounts for 0.04% of the portfolio, ranked #202.

Certuity first reported a position in NET in Q4 2023 and has held it in 11 quarters since. The position peaked at $881K in Q1 2026. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Certuity held 3,473 shares of Cloudflare worth $852K as of Q2 2026.
  • Certuity sold 798 Cloudflare shares in Q2 2026, an estimated $175K.
  • Cloudflare made up 0.04% of Certuity's portfolio in Q2 2026, its #202 holding.
  • Certuity first reported a position in Cloudflare in Q4 2023 and has held it in 11 quarters since.
  • Certuity's Cloudflare position peaked at $881K in Q1 2026.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.