FCA
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Fortis Capital Advisors’s Cloudflare NET Stock Holding History

Fortis Capital Advisors’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 		$3.3M Buy
13,462
+1,693
+14% +$370K 0.37% 48
2026
Q1 		$2.43M Buy
11,769
+4,327
+58% +$825K 0.32% 52
2025
Q4 		$1.47M Sell
7,442
-326
-4% -$69K 0.22% 70
2025
Q3 		$1.67M Sell
7,768
-1,350
-15% -$276K 0.26% 54
2025
Q2 		$1.79M Buy
9,118
+1,331
+17% +$193K 0.32% 47
2025
Q1 		$878K Buy
+7,787
New +$1.03M 0.18% 99
2023
Q2 		– Sell
-4,150
Closed -$256K – 437
2023
Q1 		$256K Buy
4,150
+3,650
+730% +$200K 0.14% 92
2022
Q4 		$22.6K Buy
+500
New +$24.7K 0.01% 390

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

Fortis Capital Advisors's NET Position: Q2 2026 in Review

Fortis Capital Advisors increased its Cloudflare (NET) stake by 14% in Q2 2026, buying an estimated $370K and bringing the position to 13,462 shares worth $3.3M. The position accounts for 0.37% of the portfolio, ranked #48.

Fortis Capital Advisors first reported a position in NET in Q4 2022 and has held it in 8 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Fortis Capital Advisors held 13,462 shares of Cloudflare worth $3.3M as of Q2 2026.
  • Fortis Capital Advisors bought 1,693 Cloudflare shares in Q2 2026, an estimated $370K.
  • Cloudflare made up 0.37% of Fortis Capital Advisors's portfolio in Q2 2026, its #48 holding.
  • Fortis Capital Advisors first reported a position in Cloudflare in Q4 2022 and has held it in 8 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.