Frank Rimerman Advisors’s Cloudflare NET Stock Holding History

Frank Rimerman 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	$823K	Buy	3,354 +40	+1%	+$8.75K	0.05%	296
2026 Q1	$684K	Buy	3,314 +441	+15%	+$84.1K	0.04%	320
2025 Q4	$566K	Buy	2,873 +52	+2%	+$11K	0.04%	350
2025 Q3	$605K	Buy	2,821 +51	+2%	+$10.4K	0.04%	325
2025 Q2	$542K	Buy	2,770 +527	+23%	+$76.5K	0.04%	332
2025 Q1	$253K	Buy	+2,243	New	+$297K	0.02%	451
2022 Q4	–	Sell	-166,050	Closed	-$173K	–	100
2022 Q3	$173K	Buy	+166,050	New	+$9.86M	0.06%	90

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

Frank Rimerman Advisors's NET Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Cloudflare (NET) stake by 1.2% in Q2 2026, buying an estimated $8.75K and bringing the position to 3,354 shares worth $823K. The position accounts for 0.05% of the portfolio, ranked #296.

Frank Rimerman Advisors first reported a position in NET in Q3 2022 and has held it in 7 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Frank Rimerman Advisors held 3,354 shares of Cloudflare worth $823K as of Q2 2026.
Frank Rimerman Advisors bought 40 Cloudflare shares in Q2 2026, an estimated $8.75K.
Cloudflare made up 0.05% of Frank Rimerman Advisors's portfolio in Q2 2026, its #296 holding.
Frank Rimerman Advisors first reported a position in Cloudflare in Q3 2022 and has held it in 7 quarters since.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.