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
2025 Q3	–	Sell	-45	Closed	-$630	–	66
2025 Q2	$630	Buy	+45	New	+$6.53K	﹤0.01%	60

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 $3.37T AUM 44.26% 1-Year Est. Return

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.