EPW
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Evolve Private Wealth’s Cloudflare NET Stock Holding History

Evolve Private Wealth’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 		$700K Buy
2,854
+1,265
+80% +$277K 0.04% 396
2026
Q1 		$328K Buy
1,589
+366
+30% +$69.8K 0.02% 745
2025
Q4 		$241K Buy
+1,223
New +$259K 0.01% 810

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

Evolve Private Wealth's NET Position: Q2 2026 in Review

Evolve Private Wealth increased its Cloudflare (NET) stake by 80% in Q2 2026, buying an estimated $277K and bringing the position to 2,854 shares worth $700K. The position accounts for 0.04% of the portfolio, ranked #396.

Evolve Private Wealth first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Evolve Private Wealth held 2,854 shares of Cloudflare worth $700K as of Q2 2026.
  • Evolve Private Wealth bought 1,265 Cloudflare shares in Q2 2026, an estimated $277K.
  • Cloudflare made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #396 holding.
  • Evolve Private Wealth first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.