EFG
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Everhart Financial Group’s Cloudflare NET Stock Holding History

Everhart Financial Group’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 		$2.42M Buy
6,960
+138
+2% +$40.9K 0.15% 68
2026
Q2 		$1.67M Buy
6,822
+92
+1% +$20.1K 0.11% 100
2026
Q1 		$1.39M Buy
6,730
+302
+5% +$57.6K 0.12% 118
2025
Q4 		$1.27M Sell
6,428
-32
-0.5% -$6.77K 0.12% 118
2025
Q3 		$1.39M Buy
6,460
+825
+15% +$168K 0.14% 97
2025
Q2 		$1.1M Buy
5,635
+436
+8% +$63.3K 0.13% 111
2025
Q1 		$586K Buy
5,199
+264
+5% +$35K 0.08% 172
2024
Q4 		$531K Buy
4,935
+219
+5% +$21.4K 0.11% 177
2024
Q3 		$381K Buy
4,716
+2,058
+77% +$165K 0.08% 226
2024
Q2 		$220K Sell
2,658
-265
-9% -$21.4K 0.06% 274
2024
Q1 		$283K Buy
+2,923
New +$265K 0.08% 220

Other funds holding NET

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
BFS
Burr Financial Services Pleasant Hill, California $164M AUM 63.8% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Everhart Financial Group's NET Position: Q3 2026 in Review

Everhart Financial Group increased its Cloudflare (NET) stake by 2% in Q3 2026, buying an estimated $40.9K and bringing the position to 6,960 shares worth $2.42M. The position accounts for 0.15% of the portfolio, ranked #68.

Everhart Financial Group first reported a position in NET in Q1 2024 and has held it in 11 quarters since. 35 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Everhart Financial Group held 6,960 shares of Cloudflare worth $2.42M as of Q3 2026.
  • Everhart Financial Group bought 138 Cloudflare shares in Q3 2026, an estimated $40.9K.
  • Cloudflare made up 0.15% of Everhart Financial Group's portfolio in Q3 2026, its #68 holding.
  • Everhart Financial Group first reported a position in Cloudflare in Q1 2024 and has held it in 11 quarters since.
  • 35 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.