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D.A. Davidson & Co’s Cloudflare NET Stock Holding History

D.A. Davidson & Co’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 		$3.32M Sell
16,108
-640
-4% -$122K 0.02% 529
2025
Q4 		$3.3M Sell
16,748
-385
-2% -$81.4K 0.02% 504
2025
Q3 		$3.68M Sell
17,133
-2,890
-14% -$590K 0.02% 455
2025
Q2 		$3.92M Sell
20,023
-263
-1% -$38.2K 0.03% 400
2025
Q1 		$2.29M Sell
20,286
-789
-4% -$105K 0.02% 535
2024
Q4 		$2.27M Buy
21,075
+106
+0.5% +$10.4K 0.02% 519
2024
Q3 		$1.7M Sell
20,969
-50
-0.2% -$4.02K 0.01% 599
2024
Q2 		$1.74M Sell
21,019
-208
-1% -$16.8K 0.02% 560
2024
Q1 		$2.06M Buy
21,227
+150
+0.7% +$13.6K 0.02% 525
2023
Q4 		$1.75M Sell
21,077
-42
-0.2% -$2.94K 0.02% 534
2023
Q3 		$1.33M Hold
21,119
– – 0.01% 592
2023
Q2 		$1.38M Sell
21,119
-476
-2% -$28.4K 0.01% 591
2023
Q1 		$1.33M Hold
21,595
– – 0.02% 574
2022
Q4 		$976K Buy
21,595
+350
+2% +$17.3K 0.01% 628
2022
Q3 		$1.18M Sell
21,245
-8
-0% -$475 0.02% 543
2022
Q2 		$930K Sell
21,253
-790
-4% -$56.9K 0.01% 621
2022
Q1 		$2.64M Buy
22,043
+108
+0.5% +$11.3K 0.03% 400
2021
Q4 		$2.88M Sell
21,935
-20
-0.1% -$3.35K 0.03% 373
2021
Q3 		$2.47M Sell
21,955
-100
-0.5% -$11.9K 0.03% 387
2021
Q2 		$2.33M Sell
22,055
-2,419
-10% -$200K 0.03% 407
2021
Q1 		$1.72M Buy
24,474
+3,315
+16% +$256K 0.02% 439
2020
Q4 		$1.61M Buy
21,159
+4,211
+25% +$276K 0.02% 387
2020
Q3 		$696K Buy
+16,948
New +$649K 0.01% 539

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

D.A. Davidson & Co's NET Position: Q1 2026 in Review

D.A. Davidson & Co reduced its Cloudflare (NET) stake by 3.8% in Q1 2026, selling an estimated $122K and leaving 16,108 shares worth $3.32M. The position accounts for 0.02% of the portfolio, ranked #529.

D.A. Davidson & Co first reported a position in NET in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.92M in Q2 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • D.A. Davidson & Co held 16,108 shares of Cloudflare worth $3.32M as of Q1 2026.
  • D.A. Davidson & Co sold 640 Cloudflare shares in Q1 2026, an estimated $122K.
  • Cloudflare made up 0.02% of D.A. Davidson & Co's portfolio in Q1 2026, its #529 holding.
  • D.A. Davidson & Co first reported a position in Cloudflare in Q3 2020 and has held it in 23 quarters since.
  • D.A. Davidson & Co's Cloudflare position peaked at $3.92M in Q2 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.