CCMG
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Clark Capital Management Group’s Cloudflare NET Stock Holding History

Clark Capital Management Group’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 		– Sell
-1,832
Closed -$378K – 574
2026
Q1 		$378K Buy
1,832
+11
+0.6% +$2.1K ﹤0.01% 411
2025
Q4 		$359K Buy
1,821
+208
+13% +$44K ﹤0.01% 404
2025
Q3 		$346K Buy
+1,613
New +$329K ﹤0.01% 378

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

Clark Capital Management Group's NET Position: Q2 2026 in Review

Clark Capital Management Group sold out of Cloudflare (NET) in Q2 2026, closing a stake of 1,832 shares — an estimated $378K sold.

Clark Capital Management Group first reported a position in NET in Q3 2025 and held it in 3 quarters. The position peaked at $378K in Q1 2026. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Clark Capital Management Group reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Clark Capital Management Group sold 1,832 Cloudflare shares in Q2 2026, an estimated $378K.
  • Clark Capital Management Group first reported a position in Cloudflare in Q3 2025 and held it in 3 quarters.
  • Clark Capital Management Group's Cloudflare position peaked at $378K in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.