EP
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Essential Partners’s Cloudflare NET Stock Holding History

Essential 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
Q3 		$418K Buy
1,203
+462
+62% +$137K 0.19% 97
2026
Q2 		$182K Buy
741
+339
+84% +$74.2K 0.08% 257
2026
Q1 		$82.9K Buy
402
+51
+15% +$9.7K 0.03% 470
2025
Q4 		$69.2K Sell
351
-227
-39% -$48K 0.02% 530
2025
Q3 		$124K Buy
578
+244
+73% +$49.8K 0.04% 401
2025
Q2 		$65.4K Buy
+334
New +$48.5K 0.03% 418

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
DR
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essential Partners's NET Position: Q3 2026 in Review

Essential Partners increased its Cloudflare (NET) stake by 62% in Q3 2026, buying an estimated $137K and bringing the position to 1,203 shares worth $418K. The position accounts for 0.19% of the portfolio, ranked #97.

Essential Partners first reported a position in NET in Q2 2025 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Essential Partners held 1,203 shares of Cloudflare worth $418K as of Q3 2026.
  • Essential Partners bought 462 Cloudflare shares in Q3 2026, an estimated $137K.
  • Cloudflare made up 0.19% of Essential Partners's portfolio in Q3 2026, its #97 holding.
  • Essential Partners first reported a position in Cloudflare in Q2 2025 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.