EP
NET icon

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
Q2 		$182K Buy
741
+339
+84% +$74.2K 0.08% 257
2026
Q1 		$82.9K Buy
402
+51
+15% +$9.73K 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

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

Essential Partners's NET Position: Q2 2026 in Review

Essential Partners increased its Cloudflare (NET) stake by 84% in Q2 2026, buying an estimated $74.2K and bringing the position to 741 shares worth $182K. The position accounts for 0.08% of the portfolio, ranked #257.

Essential Partners first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Essential Partners held 741 shares of Cloudflare worth $182K as of Q2 2026.
  • Essential Partners bought 339 Cloudflare shares in Q2 2026, an estimated $74.2K.
  • Cloudflare made up 0.08% of Essential Partners's portfolio in Q2 2026, its #257 holding.
  • Essential Partners first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.