DAM
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Delta Asset Management’s Cloudflare NET Stock Holding History

Delta Asset Management’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 		$981 Hold
4
– – ﹤0.01% 571
2026
Q1 		$825 Hold
4
– – ﹤0.01% 568
2025
Q4 		$789 Hold
4
– – ﹤0.01% 575
2025
Q3 		$858 Hold
4
– – ﹤0.01% 578
2025
Q2 		$783 Hold
4
– – ﹤0.01% 568
2025
Q1 		$451 Hold
4
– – ﹤0.01% 581
2024
Q4 		$431 Hold
4
– – ﹤0.01% 594
2024
Q3 		$324 Hold
4
– – ﹤0.01% 602
2024
Q2 		$331 Hold
4
– – ﹤0.01% 611
2024
Q1 		$387 Buy
+4
New +$362 ﹤0.01% 640

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

Delta Asset Management's NET Position: Q2 2026 in Review

Delta Asset Management held its Cloudflare (NET) position steady in Q2 2026 at 4 shares worth $981. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Delta Asset Management first reported a position in NET in Q1 2024 and has held it in 10 quarters since. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Delta Asset Management held 4 shares of Cloudflare worth $981 as of Q2 2026.
  • Delta Asset Management left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up ﹤0.01% of Delta Asset Management's portfolio in Q2 2026, its #571 holding.
  • Delta Asset Management first reported a position in Cloudflare in Q1 2024 and has held it in 10 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Delta Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.