Cullen/Frost Bankers’s Cloudflare NET Stock Holding History

Cullen/Frost Bankers’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	$71.4K	Buy	291 +31	+12%	+$6.78K	﹤0.01%	793
2026 Q1	$53.6K	Buy	260 +5	+2%	+$953	﹤0.01%	780
2025 Q4	$50.3K	Buy	255 +19	+8%	+$4.02K	﹤0.01%	799
2025 Q3	$50.6K	Buy	236 +6	+3%	+$1.23K	﹤0.01%	749
2025 Q2	$45K	Buy	+230	New	+$33.4K	﹤0.01%	771
2023 Q4	–	Sell	-37	Closed	-$2.33K	–	1129
2023 Q3	$2.33K	Hold	37	–	–	﹤0.01%	1051
2023 Q2	$2.42K	Hold	37	–	–	﹤0.01%	1033
2023 Q1	$2.28K	Hold	37	–	–	﹤0.01%	1093
2022 Q4	$1.67K	Sell	37 -4	-10%	-$198	﹤0.01%	1025
2022 Q3	$2K	Sell	41 -496	-92%	-$29.5K	﹤0.01%	1055
2022 Q2	$23K	Hold	537	–	–	﹤0.01%	818
2022 Q1	$64K	Hold	537	–	–	﹤0.01%	695
2021 Q4	$71K	Buy	537 +500	+1,351%	+$83.8K	﹤0.01%	689
2021 Q3	$4K	Hold	37	–	–	﹤0.01%	1140
2021 Q2	$4K	Hold	37	–	–	﹤0.01%	1131
2021 Q1	$3K	Hold	37	–	–	﹤0.01%	1009
2020 Q4	$3K	Buy	+37	New	+$2.43K	﹤0.01%	986

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Cullen/Frost Bankers's NET Position: Q2 2026 in Review

Cullen/Frost Bankers increased its Cloudflare (NET) stake by 12% in Q2 2026, buying an estimated $6.78K and bringing the position to 291 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Cullen/Frost Bankers first reported a position in NET in Q4 2020 and has held it in 17 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Cullen/Frost Bankers held 291 shares of Cloudflare worth $71.4K as of Q2 2026.
Cullen/Frost Bankers bought 31 Cloudflare shares in Q2 2026, an estimated $6.78K.
Cloudflare made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #793 holding.
Cullen/Frost Bankers first reported a position in Cloudflare in Q4 2020 and has held it in 17 quarters since.
1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.