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
Q3 		$23.7M Sell
68,374
-5,010
-7% -$1.48M 6.26% 6
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Davis Rea's NET Position: Q3 2026 in Review

Davis Rea reduced its Cloudflare (NET) stake by 6.8% in Q3 2026, selling an estimated $1.48M and leaving 68,374 shares worth $23.7M. The position accounts for 6.26% of the portfolio, ranked #6.

Davis Rea first reported a position in NET in Q2 2022 and has held it in 14 quarters since. 194 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Davis Rea held 68,374 shares of Cloudflare worth $23.7M as of Q3 2026.
  • Davis Rea sold 5,010 Cloudflare shares in Q3 2026, an estimated $1.48M.
  • Cloudflare made up 6.26% of Davis Rea's portfolio in Q3 2026, its #6 holding.
  • Davis Rea first reported a position in Cloudflare in Q2 2022 and has held it in 14 quarters since.
  • 194 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Davis Rea's 13F filing for Q3 2026, filed 13 Oct 2026.