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Edgestream Partners’s Cloudflare NET Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-14,779
Closed -$2.91M – 1028
2025
Q4 		$2.91M Buy
+14,779
New +$3.13M 0.08% 433
2023
Q3 		– Sell
-13,611
Closed -$890K – 918
2023
Q2 		$890K Buy
+13,611
New +$812K 0.08% 383

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Edgestream Partners's NET Position: Q1 2026 in Review

Edgestream Partners sold out of Cloudflare (NET) in Q1 2026, closing a stake of 14,779 shares — an estimated $2.91M sold.

Edgestream Partners first reported a position in NET in Q2 2023 and held it in 2 quarters. The position peaked at $2.91M in Q4 2025. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Edgestream Partners reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 14,779 Cloudflare shares in Q1 2026, an estimated $2.91M.
  • Edgestream Partners first reported a position in Cloudflare in Q2 2023 and held it in 2 quarters.
  • Edgestream Partners's Cloudflare position peaked at $2.91M in Q4 2025.
  • 1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.