Fortis Capital Management’s Cloudflare NET Stock Holding History

Fortis Capital Management’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	$203K	Buy	+826	New	+$181K	0.02%	231
2026 Q1	–	Sell	-1,415	Closed	-$279K	–	228
2025 Q4	$279K	Buy	1,415 +22	+2%	+$4.65K	0.04%	165
2025 Q3	$299K	Sell	1,393 -5	-0.4%	-$1.02K	0.04%	143
2025 Q2	$274K	Buy	+1,398	New	+$203K	0.04%	137
2022 Q2	–	Sell	-2,163	Closed	-$259K	–	92
2022 Q1	$259K	Buy	+2,163	New	+$226K	0.13%	67
2021 Q4	–	Sell	-10,020	Closed	-$1.13M	–	95
2021 Q3	$1.13M	Sell	10,020 -10,000	-50%	-$1.19M	0.6%	67
2021 Q2	$2.12M	Buy	+20,020	New	+$1.66M	1.08%	44

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

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

Fortis Capital Management opened a new position in Cloudflare (NET) in Q2 2026: 826 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings. This is a return to the name: Fortis Capital Management previously reported a position in NET as recently as Q4 2025.

Fortis Capital Management first reported a position in NET in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.12M in Q2 2021. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Fortis Capital Management held 826 shares of Cloudflare worth $203K as of Q2 2026.
Cloudflare was a new Fortis Capital Management position in Q2 2026.
Cloudflare made up 0.02% of Fortis Capital Management's portfolio in Q2 2026, its #231 holding.
Fortis Capital Management first reported a position in Cloudflare in Q2 2021 and has held it in 7 quarters since.
Fortis Capital Management's Cloudflare position peaked at $2.12M in Q2 2021.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.