IP
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Intellectus Partners’s Cloudflare NET Stock Holding History

Intellectus 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 		$301K Buy
+1,229
New +$269K 0.05% 262
2022
Q3 		– Sell
-7,400
Closed -$324K – 268
2022
Q2 		$324K Buy
+7,400
New +$533K 0.11% 193

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

Intellectus Partners's NET Position: Q2 2026 in Review

Intellectus Partners opened a new position in Cloudflare (NET) in Q2 2026: 1,229 shares worth $301K. The stake represents 0.05% of the portfolio and ranks #262 among its holdings. This is a return to the name: Intellectus Partners previously reported a position in NET as recently as Q2 2022.

Intellectus Partners first reported a position in NET in Q2 2022 and has held it in 2 quarters since. The position peaked at $324K in Q2 2022. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Intellectus Partners held 1,229 shares of Cloudflare worth $301K as of Q2 2026.
  • Cloudflare was a new Intellectus Partners position in Q2 2026.
  • Cloudflare made up 0.05% of Intellectus Partners's portfolio in Q2 2026, its #262 holding.
  • Intellectus Partners first reported a position in Cloudflare in Q2 2022 and has held it in 2 quarters since.
  • Intellectus Partners's Cloudflare position peaked at $324K in Q2 2022.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.