HIP
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HUB Investment Partners’s Cloudflare NET Stock Holding History

HUB Investment Partners’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 		$4.41M Buy
17,981
+622
+4% +$136K 0.08% 192
2026
Q1 		$3.58M Sell
17,359
-4,999
-22% -$953K 0.09% 188
2025
Q4 		$4.41M Sell
22,358
-276
-1% -$58.4K 0.11% 147
2025
Q3 		$4.86M Buy
22,634
+5,457
+32% +$1.11M 0.16% 126
2025
Q2 		$3.36M Buy
17,177
+14,373
+513% +$2.09M 0.11% 141
2025
Q1 		$316K Buy
+2,804
New +$372K 0.01% 434

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

HUB Investment Partners's NET Position: Q2 2026 in Review

HUB Investment Partners increased its Cloudflare (NET) stake by 3.6% in Q2 2026, buying an estimated $136K and bringing the position to 17,981 shares worth $4.41M. The position accounts for 0.08% of the portfolio, ranked #192.

HUB Investment Partners first reported a position in NET in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.86M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • HUB Investment Partners held 17,981 shares of Cloudflare worth $4.41M as of Q2 2026.
  • HUB Investment Partners bought 622 Cloudflare shares in Q2 2026, an estimated $136K.
  • Cloudflare made up 0.08% of HUB Investment Partners's portfolio in Q2 2026, its #192 holding.
  • HUB Investment Partners first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • HUB Investment Partners's Cloudflare position peaked at $4.86M in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.