BPI
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BFC Planning, Inc.’s Cloudflare NET Stock Holding History

BFC Planning, Inc.’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 		$119K Buy
484
+234
+94% +$51.2K ﹤0.01% 1159
2026
Q1 		$51.6K Buy
250
+71
+40% +$13.5K ﹤0.01% 1325
2025
Q4 		$35.3K Sell
179
-270
-60% -$57.1K ﹤0.01% 1508
2025
Q3 		$96.4K Sell
449
-346
-44% -$70.6K 0.01% 940
2025
Q2 		$156K Sell
795
-236
-23% -$34.3K 0.01% 720
2025
Q1 		$116K Sell
1,031
-337
-25% -$44.7K 0.01% 809
2024
Q4 		$147K Buy
+1,368
New +$134K 0.01% 722

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BFC Planning, Inc.'s NET Position: Q2 2026 in Review

BFC Planning, Inc. increased its Cloudflare (NET) stake by 94% in Q2 2026, buying an estimated $51.2K and bringing the position to 484 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

BFC Planning, Inc. first reported a position in NET in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q2 2025. 1,232 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • BFC Planning, Inc. held 484 shares of Cloudflare worth $119K as of Q2 2026.
  • BFC Planning, Inc. bought 234 Cloudflare shares in Q2 2026, an estimated $51.2K.
  • Cloudflare made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1159 holding.
  • BFC Planning, Inc. first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Cloudflare position peaked at $156K in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.