HM Payson & Co’s Cloudflare NET Stock Holding History

HM Payson & Co’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	$279K	Buy	+1,139	New	+$249K	﹤0.01%	395
2026 Q1	–	Sell	-127	Closed	-$25K	–	1185
2025 Q4	$25K	Buy	+127	New	+$26.9K	﹤0.01%	801
2024 Q4	–	Sell	-200	Closed	-$16.2K	–	1114
2024 Q3	$16.2K	Hold	200	–	–	﹤0.01%	791
2024 Q2	$16.6K	Hold	200	–	–	﹤0.01%	787
2024 Q1	$19.4K	Hold	200	–	–	﹤0.01%	754
2023 Q4	$16.7K	Hold	200	–	–	﹤0.01%	764
2023 Q3	$12.6K	Buy	+200	New	+$12.8K	﹤0.01%	792
2023 Q2	–	Sell	-243	Closed	-$15K	–	1039
2023 Q1	$15K	Buy	+243	New	+$13.3K	﹤0.01%	757
2022 Q1	–	Sell	-365	Closed	-$48K	–	1110
2021 Q4	$48K	Buy	+365	New	+$61.2K	﹤0.01%	615
2021 Q2	–	Sell	-935	Closed	-$66K	–	1139
2021 Q1	$66K	Hold	935	–	–	﹤0.01%	554
2020 Q4	$71K	Sell	935 -256	-21%	-$16.8K	﹤0.01%	538
2020 Q3	$49K	Buy	+1,191	New	+$45.6K	﹤0.01%	568

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

HM Payson & Co's NET Position: Q2 2026 in Review

HM Payson & Co opened a new position in Cloudflare (NET) in Q2 2026: 1,139 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: HM Payson & Co previously reported a position in NET as recently as Q4 2025.

HM Payson & Co first reported a position in NET in Q3 2020 and has held it in 12 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

HM Payson & Co held 1,139 shares of Cloudflare worth $279K as of Q2 2026.
Cloudflare was a new HM Payson & Co position in Q2 2026.
Cloudflare made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #395 holding.
HM Payson & Co first reported a position in Cloudflare in Q3 2020 and has held it in 12 quarters since.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.