FS
NET icon

Financially Speaking’s Cloudflare NET Stock Holding History

Financially Speaking’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
Q1 		– Sell
-550
Closed -$108K – 136
2025
Q4 		$108K Hold
550
– – 0.07% 38
2025
Q3 		$118K Sell
550
-150
-21% -$30.6K 0.08% 41
2025
Q2 		$137K Buy
+700
New +$102K 0.09% 26

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Financially Speaking's NET Position: Q1 2026 in Review

Financially Speaking sold out of Cloudflare (NET) in Q1 2026, closing a stake of 550 shares — an estimated $108K sold.

Financially Speaking first reported a position in NET in Q2 2025 and held it in 3 quarters. The position peaked at $137K in Q2 2025. 1,138 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Financially Speaking reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Financially Speaking sold 550 Cloudflare shares in Q1 2026, an estimated $108K.
  • Financially Speaking first reported a position in Cloudflare in Q2 2025 and held it in 3 quarters.
  • Financially Speaking's Cloudflare position peaked at $137K in Q2 2025.
  • 1,138 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Financially Speaking's 13F filing for Q1 2026, filed 7 Apr 2026.