Financial Perspectives’s Cloudflare NET Stock Holding History

Financial Perspectives’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	$497K	Hold	2,028	–	–	0.12%	106
2026 Q1	$418K	Hold	2,028	–	–	0.12%	109
2025 Q4	$400K	Buy	2,028 +1,250	+161%	+$264K	0.11%	112
2025 Q3	$167K	Hold	778	–	–	0.05%	176
2025 Q2	$152K	Hold	778	–	–	0.05%	173
2025 Q1	$87.7K	Hold	778	–	–	0.03%	224
2024 Q4	$83.8K	Hold	778	–	–	0.03%	243
2024 Q3	$62.9K	Hold	778	–	–	0.02%	261
2024 Q2	$64.4K	Hold	778	–	–	0.02%	247
2024 Q1	$75.3K	Hold	778	–	–	0.03%	237
2023 Q4	$64.8K	Hold	778	–	–	0.03%	248
2023 Q3	$49K	Hold	778	–	–	0.02%	256
2023 Q2	$50.9K	Hold	778	–	–	0.02%	261
2023 Q1	$48K	Hold	778	–	–	0.02%	262
2022 Q4	$35.2K	Sell	778 -24	-3%	-$1.19K	0.02%	290
2022 Q3	$44.4K	Hold	802	–	–	0.02%	245
2022 Q2	$35.1K	Hold	802	–	–	0.02%	273
2022 Q1	$96K	Hold	802	–	–	0.04%	196
2021 Q4	$105K	Hold	802	–	–	0.05%	169
2021 Q3	$90.3K	Hold	802	–	–	0.05%	181
2021 Q2	$84.9K	Sell	802 -55,547	-99%	-$4.6M	0.04%	204
2021 Q1	$802K	Buy	56,349 +55,547	+6,926%	+$4.28M	0.04%	232
2020 Q4	$60.9K	Buy	802 +24	+3%	+$1.57K	0.03%	206
2020 Q3	$31.9K	Buy	778 +278	+56%	+$10.6K	0.02%	233
2020 Q2	$18K	Hold	500	–	–	0.01%	289
2020 Q1	$11.7K	Hold	500	–	–	0.01%	307
2019 Q4	$8.53K	Buy	+500	New	+$8.51K	0.01%	349

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Perspectives's NET Position: Q2 2026 in Review

Financial Perspectives held its Cloudflare (NET) position steady in Q2 2026 at 2,028 shares worth $497K. The position accounts for 0.12% of the portfolio, ranked #106.

Financial Perspectives first reported a position in NET in Q4 2019 and has held it in 27 quarters since. The position peaked at $802K in Q1 2021. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Financial Perspectives held 2,028 shares of Cloudflare worth $497K as of Q2 2026.
Financial Perspectives left its Cloudflare share count unchanged in Q2 2026.
Cloudflare made up 0.12% of Financial Perspectives's portfolio in Q2 2026, its #106 holding.
Financial Perspectives first reported a position in Cloudflare in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Cloudflare position peaked at $802K in Q1 2021.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.