Charles Schwab
NET icon

Charles Schwab’s Cloudflare NET Stock Holding History

Charles Schwab’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 		$441M Buy
1,795,993
+183,543
+11% +$40.2M 0.06% 266
2026
Q1 		$333M Buy
1,612,450
+81,230
+5% +$15.5M 0.05% 288
2025
Q4 		$302M Buy
1,531,220
+64,678
+4% +$13.7M 0.05% 314
2025
Q3 		$315M Buy
1,466,542
+97,636
+7% +$19.9M 0.05% 301
2025
Q2 		$268M Buy
1,368,906
+56,890
+4% +$8.26M 0.05% 319
2025
Q1 		$148M Buy
1,312,016
+90,256
+7% +$12M 0.03% 473
2024
Q4 		$132M Buy
1,221,760
+63,945
+6% +$6.25M 0.02% 529
2024
Q3 		$93.7M Buy
1,157,815
+29,960
+3% +$2.41M 0.02% 693
2024
Q2 		$93.4M Buy
1,127,855
+55,422
+5% +$4.47M 0.02% 681
2024
Q1 		$104M Buy
1,072,433
+41,751
+4% +$3.78M 0.02% 591
2023
Q4 		$85.8M Buy
1,030,682
+47,175
+5% +$3.3M 0.02% 636
2023
Q3 		$62M Buy
983,507
+11,342
+1% +$726K 0.02% 753
2023
Q2 		$63.6M Buy
972,165
+23,396
+2% +$1.4M 0.02% 721
2023
Q1 		$58.5M Buy
948,769
+20,290
+2% +$1.11M 0.02% 734
2022
Q4 		$42M Buy
928,479
+35,993
+4% +$1.78M 0.01% 933
2022
Q3 		$49.4M Buy
892,486
+16,170
+2% +$960K 0.02% 764
2022
Q2 		$38.3M Buy
876,316
+20,074
+2% +$1.45M 0.01% 931
2022
Q1 		$102M Buy
856,242
+27,897
+3% +$2.91M 0.03% 508
2021
Q4 		$109M Buy
828,345
+47,405
+6% +$7.94M 0.03% 495
2021
Q3 		$88M Sell
780,940
-650,265
-45% -$77.7M 0.03% 554
2021
Q2 		$151M Buy
1,431,205
+78,406
+6% +$6.49M 0.05% 345
2021
Q1 		$95M Buy
1,352,799
+178,186
+15% +$13.7M 0.03% 476
2020
Q4 		$89.3M Buy
1,174,613
+217,876
+23% +$14.3M 0.04% 462
2020
Q3 		$39.3M Buy
956,737
+760,524
+388% +$29.1M 0.02% 790
2020
Q2 		$7.05M Buy
196,213
+31,698
+19% +$885K ﹤0.01% 1856
2020
Q1 		$3.86M Buy
164,515
+14,168
+9% +$276K ﹤0.01% 1952
2019
Q4 		$2.56M Buy
+150,347
New +$2.56M ﹤0.01% 2343

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

Charles Schwab's NET Position: Q2 2026 in Review

Charles Schwab increased its Cloudflare (NET) stake by 11% in Q2 2026, buying an estimated $40.2M and bringing the position to 1,795,993 shares worth $441M. The position accounts for 0.06% of the portfolio, ranked #266.

Charles Schwab first reported a position in NET in Q4 2019 and has held it in 27 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Charles Schwab held 1,795,993 shares of Cloudflare worth $441M as of Q2 2026.
  • Charles Schwab bought 183,543 Cloudflare shares in Q2 2026, an estimated $40.2M.
  • Cloudflare made up 0.06% of Charles Schwab's portfolio in Q2 2026, its #266 holding.
  • Charles Schwab first reported a position in Cloudflare in Q4 2019 and has held it in 27 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.