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Cordoba Advisory Partners’s Cloudflare NET Stock Holding History

Cordoba Advisory Partners’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 		$274K Sell
1,119
-348
-24% -$76.1K 0.06% 120
2026
Q1 		$303K Hold
1,467
– – 0.08% 97
2025
Q4 		$289K Buy
+1,467
New +$310K 0.07% 120

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cordoba Advisory Partners's NET Position: Q2 2026 in Review

Cordoba Advisory Partners reduced its Cloudflare (NET) stake by 24% in Q2 2026, selling an estimated $76.1K and leaving 1,119 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #120.

Cordoba Advisory Partners first reported a position in NET in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q1 2026. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Cordoba Advisory Partners held 1,119 shares of Cloudflare worth $274K as of Q2 2026.
  • Cordoba Advisory Partners sold 348 Cloudflare shares in Q2 2026, an estimated $76.1K.
  • Cloudflare made up 0.06% of Cordoba Advisory Partners's portfolio in Q2 2026, its #120 holding.
  • Cordoba Advisory Partners first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • Cordoba Advisory Partners's Cloudflare position peaked at $303K in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Cordoba Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.