DR
NET icon

Davis Rea’s Cloudflare NET Stock Holding History

Davis Rea’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 		$18M Buy
73,384
+10,000
+16% +$2.19M 5.13% 6
2026
Q1 		$13.1M Sell
63,384
-8,192
-11% -$1.56M 3.41% 9
2025
Q4 		$14.1M Buy
71,576
+10,303
+17% +$2.18M 3.53% 9
2025
Q3 		$13.1M Buy
61,273
+9,947
+19% +$2.03M 3.19% 9
2025
Q2 		$10.1M Hold
51,326
– – 2.49% 13
2025
Q1 		$5.78M Sell
51,326
-56,600
-52% -$7.5M 1.54% 21
2024
Q4 		$11.6M Sell
107,926
-44,130
-29% -$4.31M 5.88% 6
2024
Q3 		$12.3M Buy
152,056
+25,100
+20% +$2.02M 5.35% 7
2024
Q2 		$10.5M Buy
126,956
+39,869
+46% +$3.22M 5.26% 8
2024
Q1 		$8.43M Buy
+87,087
New +$7.89M 3.84% 12
2023
Q2 		– Sell
-25,150
Closed -$1.55M – 43
2023
Q1 		$1.55M Sell
25,150
-40,000
-61% -$2.19M 0.94% 30
2022
Q4 		$2.94M Buy
+65,150
New +$3.22M 1.84% 24
2022
Q3 		– Sell
-80,300
Closed -$3.51M – 43
2022
Q2 		$3.51M Buy
+80,300
New +$5.78M 1.05% 32

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Davis Rea's NET Position: Q2 2026 in Review

Davis Rea increased its Cloudflare (NET) stake by 16% in Q2 2026, buying an estimated $2.19M and bringing the position to 73,384 shares worth $18M. The position accounts for 5.13% of the portfolio, ranked #6.

Davis Rea first reported a position in NET in Q2 2022 and has held it in 13 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Davis Rea held 73,384 shares of Cloudflare worth $18M as of Q2 2026.
  • Davis Rea bought 10,000 Cloudflare shares in Q2 2026, an estimated $2.19M.
  • Cloudflare made up 5.13% of Davis Rea's portfolio in Q2 2026, its #6 holding.
  • Davis Rea first reported a position in Cloudflare in Q2 2022 and has held it in 13 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Davis Rea's 13F filing for Q2 2026, filed 4 Aug 2026.