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Davenport & Co’s Cloudflare NET Stock Holding History

Davenport & 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
Q2 		$508K Buy
2,069
+696
+51% +$152K ﹤0.01% 1000
2026
Q1 		$283K Buy
1,373
+153
+13% +$29.2K ﹤0.01% 1160
2025
Q4 		$241K Buy
+1,220
New +$258K ﹤0.01% 1166

Other funds holding NET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Davenport & Co's NET Position: Q2 2026 in Review

Davenport & Co increased its Cloudflare (NET) stake by 51% in Q2 2026, buying an estimated $152K and bringing the position to 2,069 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Davenport & Co first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Davenport & Co held 2,069 shares of Cloudflare worth $508K as of Q2 2026.
  • Davenport & Co bought 696 Cloudflare shares in Q2 2026, an estimated $152K.
  • Cloudflare made up ﹤0.01% of Davenport & Co's portfolio in Q2 2026, its #1000 holding.
  • Davenport & Co first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.