ECM
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Everence Capital Management’s Cloudflare NET Stock Holding History

Everence Capital 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 		$2.3M Hold
9,380
– – 0.12% 139
2026
Q1 		$1.94M Hold
9,380
– – 0.12% 147
2025
Q4 		$1.85M Hold
9,380
– – 0.11% 148
2025
Q3 		$2.01M Hold
9,380
– – 0.12% 139
2025
Q2 		$1.84M Hold
9,380
– – 0.12% 148
2025
Q1 		$1.06M Buy
9,380
+1,920
+26% +$255K 0.07% 219
2024
Q4 		$803K Buy
+7,460
New +$729K 0.05% 269

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

Everence Capital Management's NET Position: Q2 2026 in Review

Everence Capital Management held its Cloudflare (NET) position steady in Q2 2026 at 9,380 shares worth $2.3M. The position accounts for 0.12% of the portfolio, ranked #139.

Everence Capital Management first reported a position in NET in Q4 2024 and has held it in 7 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Everence Capital Management held 9,380 shares of Cloudflare worth $2.3M as of Q2 2026.
  • Everence Capital Management left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 0.12% of Everence Capital Management's portfolio in Q2 2026, its #139 holding.
  • Everence Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.