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Grandview Asset Management’s Cloudflare NET Stock Holding History

Grandview Asset 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 		$3.28M Buy
13,383
+158
+1% +$34.6K 0.82% 29
2026
Q1 		$2.73M Sell
13,225
-84
-0.6% -$16K 0.8% 28
2025
Q4 		$2.62M Sell
13,309
-297
-2% -$62.8K 0.72% 27
2025
Q3 		$2.92M Buy
13,606
+250
+2% +$51K 0.82% 27
2025
Q2 		$2.62M Buy
13,356
+150
+1% +$21.8K 0.84% 27
2025
Q1 		$1.49M Buy
13,206
+1,234
+10% +$164K 0.57% 37
2024
Q4 		$1.29M Buy
11,972
+1,698
+17% +$166K 0.47% 39
2024
Q3 		$831K Sell
10,274
-79
-0.8% -$6.35K 0.48% 30
2024
Q2 		$858K Sell
10,353
-252
-2% -$20.3K 0.5% 31
2024
Q1 		$1.03M Sell
10,605
-676
-6% -$61.2K 0.47% 47
2023
Q4 		$939K Sell
11,281
-595
-5% -$41.6K 0.49% 47
2023
Q3 		$749K Sell
11,876
-945
-7% -$60.5K 0.43% 52
2023
Q2 		$838K Sell
12,821
-40
-0.3% -$2.39K 0.82% 27
2023
Q1 		$793K Sell
12,861
-1,562
-11% -$85.4K 0.47% 54
2022
Q4 		$652K Sell
14,423
-164
-1% -$8.11K 0.41% 58
2022
Q3 		$807K Sell
14,587
-2,320
-14% -$138K 0.51% 51
2022
Q2 		$740K Sell
16,907
-149
-0.9% -$10.7K 0.41% 56
2022
Q1 		$2.04M Sell
17,056
-159
-0.9% -$16.6K 0.86% 33
2021
Q4 		$2.26M Buy
17,215
+334
+2% +$56K 0.91% 29
2021
Q3 		$1.9M Sell
16,881
-488
-3% -$58.3K 1.95% 18
2021
Q2 		$1.84M Sell
17,369
-2,050
-11% -$170K 1.01% 29
2021
Q1 		$1.36M Sell
19,419
-4,381
-18% -$338K 0.73% 42
2020
Q4 		$1.81M Sell
23,800
-2,000
-8% -$131K 1.18% 23
2020
Q3 		$1.06M Sell
25,800
-3,300
-11% -$126K 0.86% 40
2020
Q2 		$1.05M Buy
+29,100
New +$813K 0.91% 41

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

Grandview Asset Management's NET Position: Q2 2026 in Review

Grandview Asset Management increased its Cloudflare (NET) stake by 1.2% in Q2 2026, buying an estimated $34.6K and bringing the position to 13,383 shares worth $3.28M. The position accounts for 0.82% of the portfolio, ranked #29.

Grandview Asset Management first reported a position in NET in Q2 2020 and has held it in 25 quarters since. 1,222 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Grandview Asset Management held 13,383 shares of Cloudflare worth $3.28M as of Q2 2026.
  • Grandview Asset Management bought 158 Cloudflare shares in Q2 2026, an estimated $34.6K.
  • Cloudflare made up 0.82% of Grandview Asset Management's portfolio in Q2 2026, its #29 holding.
  • Grandview Asset Management first reported a position in Cloudflare in Q2 2020 and has held it in 25 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.