Cravens & Co Advisors’s Cloudflare NET Stock Holding History

Cravens & Co Advisors’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	$595K	Sell	2,426 -890	-27%	-$195K	0.4%	45
2026 Q1	$684K	Buy	3,316 +244	+8%	+$46.5K	0.44%	41
2025 Q4	$580K	Sell	3,072 -705	-19%	-$149K	0.38%	42
2025 Q3	$811K	Sell	3,777 -612	-14%	-$125K	0.55%	37
2025 Q2	$859K	Sell	4,389 -107	-2%	-$15.5K	0.64%	35
2025 Q1	$507K	Sell	4,496 -210	-4%	-$27.8K	0.39%	41
2024 Q4	$507K	Sell	4,706 -88	-2%	-$8.6K	0.39%	42
2024 Q3	$388K	Sell	4,794 -446	-9%	-$35.9K	0.3%	45
2024 Q2	$434K	Buy	+5,240	New	+$423K	0.32%	47

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cravens & Co Advisors's NET Position: Q2 2026 in Review

Cravens & Co Advisors reduced its Cloudflare (NET) stake by 27% in Q2 2026, selling an estimated $195K and leaving 2,426 shares worth $595K. The position accounts for 0.4% of the portfolio, ranked #45.

Cravens & Co Advisors first reported a position in NET in Q2 2024 and has held it in 9 quarters since. The position peaked at $859K in Q2 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Cravens & Co Advisors held 2,426 shares of Cloudflare worth $595K as of Q2 2026.
Cravens & Co Advisors sold 890 Cloudflare shares in Q2 2026, an estimated $195K.
Cloudflare made up 0.4% of Cravens & Co Advisors's portfolio in Q2 2026, its #45 holding.
Cravens & Co Advisors first reported a position in Cloudflare in Q2 2024 and has held it in 9 quarters since.
Cravens & Co Advisors's Cloudflare position peaked at $859K in Q2 2025.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Cravens & Co Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.