CWM
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Circle Wealth Management’s Cloudflare NET Stock Holding History

Circle Wealth Management’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 		$2.01M Buy
9,730
+3,524
+57% +$672K 0.03% 85
2025
Q4 		$1.22M Buy
6,206
+3,010
+94% +$637K 0.02% 117
2025
Q3 		$686K Buy
+3,196
New +$652K 0.01% 152
2024
Q2 		– Sell
-32,732
Closed -$3.17M – 229
2024
Q1 		$3.17M Sell
32,732
-25,753
-44% -$2.33M 0.08% 58
2023
Q4 		$4.87M Buy
58,485
+381
+0.7% +$26.6K 0.12% 43
2023
Q3 		$3.66M Sell
58,104
-610
-1% -$39.1K 0.09% 50
2023
Q2 		$3.84M Sell
58,714
-15,548
-21% -$928K 0.51% 29
2023
Q1 		$4.58M Buy
74,262
+4,238
+6% +$232K 0.66% 25
2022
Q4 		$3.17M Buy
70,024
+9,606
+16% +$475K 0.49% 28
2022
Q3 		$3.34M Buy
60,418
+677
+1% +$40.2K 0.55% 28
2022
Q2 		$2.61M Buy
59,741
+38,737
+184% +$2.79M 0.42% 30
2022
Q1 		$2.51M Buy
21,004
+5,415
+35% +$565K 0.33% 38
2021
Q4 		$2.05M Buy
15,589
+21
+0.1% +$3.52K 0.27% 43
2021
Q3 		$1.75M Buy
15,568
+900
+6% +$108K 0.25% 42
2021
Q2 		$1.55M Buy
+14,668
New +$1.21M 0.22% 51

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

Circle Wealth Management's NET Position: Q1 2026 in Review

Circle Wealth Management increased its Cloudflare (NET) stake by 57% in Q1 2026, buying an estimated $672K and bringing the position to 9,730 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #85.

Circle Wealth Management first reported a position in NET in Q2 2021 and has held it in 15 quarters since. The position peaked at $4.87M in Q4 2023. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Circle Wealth Management held 9,730 shares of Cloudflare worth $2.01M as of Q1 2026.
  • Circle Wealth Management bought 3,524 Cloudflare shares in Q1 2026, an estimated $672K.
  • Cloudflare made up 0.03% of Circle Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Circle Wealth Management first reported a position in Cloudflare in Q2 2021 and has held it in 15 quarters since.
  • Circle Wealth Management's Cloudflare position peaked at $4.87M in Q4 2023.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.