EF
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Empowered Funds’s Cloudflare NET Stock Holding History

Empowered Funds’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 		$4.69M Buy
19,112
+1,943
+11% +$425K 0.02% 740
2026
Q1 		$3.54M Sell
17,169
-33,278
-66% -$6.35M 0.02% 801
2025
Q4 		$9.95M Buy
50,447
+9,753
+24% +$2.06M 0.17% 138
2025
Q3 		$8.73M Buy
40,694
+607
+2% +$124K 0.09% 276
2025
Q2 		$7.85M Buy
40,087
+33,431
+502% +$4.85M 0.09% 279
2025
Q1 		$750K Buy
6,656
+1,696
+34% +$225K 0.01% 1096
2024
Q4 		$534K Buy
4,960
+582
+13% +$56.9K 0.01% 1158
2024
Q3 		$354K Buy
4,378
+313
+8% +$25.2K 0.01% 1206
2024
Q2 		$337K Buy
4,065
+537
+15% +$43.3K 0.01% 1167
2024
Q1 		$342K Buy
3,528
+689
+24% +$62.4K 0.01% 1174
2023
Q4 		$236K Buy
+2,839
New +$199K 0.01% 1171
2021
Q2 		– Sell
-23,578
Closed -$1.79M – 272
2021
Q1 		$1.79M Hold
23,578
– – 0.34% 106
2020
Q4 		$1.79M Buy
+23,578
New +$1.55M 0.34% 106

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

Empowered Funds's NET Position: Q2 2026 in Review

Empowered Funds increased its Cloudflare (NET) stake by 11% in Q2 2026, buying an estimated $425K and bringing the position to 19,112 shares worth $4.69M. The position accounts for 0.02% of the portfolio, ranked #740.

Empowered Funds first reported a position in NET in Q4 2020 and has held it in 13 quarters since. The position peaked at $9.95M in Q4 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Empowered Funds held 19,112 shares of Cloudflare worth $4.69M as of Q2 2026.
  • Empowered Funds bought 1,943 Cloudflare shares in Q2 2026, an estimated $425K.
  • Cloudflare made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #740 holding.
  • Empowered Funds first reported a position in Cloudflare in Q4 2020 and has held it in 13 quarters since.
  • Empowered Funds's Cloudflare position peaked at $9.95M in Q4 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.