FFM
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Forum Financial Management’s Cloudflare NET Stock Holding History

Forum Financial 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 		$367K Buy
1,498
+50
+3% +$10.9K ﹤0.01% 245
2026
Q1 		$299K Sell
1,448
-2,774
-66% -$529K ﹤0.01% 259
2025
Q4 		$832K Buy
4,222
+166
+4% +$35.1K 0.01% 299
2025
Q3 		$870K Buy
4,056
+78
+2% +$15.9K 0.01% 271
2025
Q2 		$779K Buy
3,978
+311
+8% +$45.2K 0.01% 267
2025
Q1 		$413K Buy
3,667
+932
+34% +$124K 0.01% 441
2024
Q4 		$295K Buy
2,735
+22
+0.8% +$2.15K ﹤0.01% 630
2024
Q3 		$219K Sell
2,713
-110
-4% -$8.84K ﹤0.01% 676
2024
Q2 		$234K Buy
2,823
+162
+6% +$13.1K ﹤0.01% 591
2024
Q1 		$258K Buy
2,661
+107
+4% +$9.69K ﹤0.01% 576
2023
Q4 		$213K Buy
+2,554
New +$179K ﹤0.01% 623
2022
Q1 		– Hold
0
– – – 365
2021
Q4 		– Hold
0
– – – 398

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

Forum Financial Management's NET Position: Q2 2026 in Review

Forum Financial Management increased its Cloudflare (NET) stake by 3.5% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,498 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Forum Financial Management first reported a position in NET in Q4 2023 and has held it in 11 quarters since. The position peaked at $870K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Forum Financial Management held 1,498 shares of Cloudflare worth $367K as of Q2 2026.
  • Forum Financial Management bought 50 Cloudflare shares in Q2 2026, an estimated $10.9K.
  • Cloudflare made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #245 holding.
  • Forum Financial Management first reported a position in Cloudflare in Q4 2023 and has held it in 11 quarters since.
  • Forum Financial Management's Cloudflare position peaked at $870K in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.