Independent Solutions Wealth Management’s Cloudflare NET Stock Holding History

Independent Solutions Wealth 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 Q1	$3.29M	Sell	15,925 -317	-2%	-$60.5K	0.48%	59
2025 Q4	$3.2M	Sell	16,242 -730	-4%	-$154K	0.59%	55
2025 Q3	$3.64M	Buy	16,972 +1,913	+13%	+$391K	0.65%	49
2025 Q2	$2.95M	Buy	15,059 +11,230	+293%	+$1.63M	0.58%	54
2025 Q1	$431K	Buy	3,829 +147	+4%	+$19.5K	0.1%	128
2024 Q4	$396K	Sell	3,682 -15	-0.4%	-$1.47K	0.09%	127
2024 Q3	$299K	Buy	3,697 +50	+1%	+$4.02K	0.07%	142
2024 Q2	$302K	Sell	3,647 -55	-1%	-$4.44K	0.07%	143
2024 Q1	$358K	Buy	+3,702	New	+$335K	0.09%	139
2022 Q2	–	Sell	-3,958	Closed	-$474K	–	241
2022 Q1	$474K	Buy	3,958 +198	+5%	+$20.6K	0.11%	139
2021 Q4	$494K	Buy	3,760 +244	+7%	+$40.9K	0.12%	136
2021 Q3	$396K	Buy	3,516 +519	+17%	+$62K	0.1%	155
2021 Q2	$317K	Buy	+2,997	New	+$248K	0.08%	175

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Solutions Wealth Management's NET Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Cloudflare (NET) stake by 2% in Q1 2026, selling an estimated $60.5K and leaving 15,925 shares worth $3.29M. The position accounts for 0.48% of the portfolio, ranked #59.

Independent Solutions Wealth Management first reported a position in NET in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.64M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Independent Solutions Wealth Management held 15,925 shares of Cloudflare worth $3.29M as of Q1 2026.
Independent Solutions Wealth Management sold 317 Cloudflare shares in Q1 2026, an estimated $60.5K.
Cloudflare made up 0.48% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #59 holding.
Independent Solutions Wealth Management first reported a position in Cloudflare in Q2 2021 and has held it in 13 quarters since.
Independent Solutions Wealth Management's Cloudflare position peaked at $3.64M in Q3 2025.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.