Jacobi Capital Management’s Cloudflare NET Stock Holding History

Jacobi Capital 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	–	Sell	-987	Closed	-$204K	–	661
2026 Q1	$204K	Buy	+987	New	+$188K	0.01%	618
2025 Q4	–	Sell	-996	Closed	-$214K	–	618
2025 Q3	$214K	Buy	+996	New	+$203K	0.01%	576
2021 Q4	–	Sell	-882	Closed	-$99K	–	989
2021 Q3	$99K	Hold	882	–	–	0.01%	516
2021 Q2	$93K	Hold	882	–	–	0.01%	506
2021 Q1	$62K	Sell	882 -118	-12%	-$9.1K	0.01%	531
2020 Q4	$76K	Hold	1,000	–	–	0.01%	458
2020 Q3	$41K	Hold	1,000	–	–	0.01%	537
2020 Q2	$36K	Hold	1,000	–	–	0.01%	533
2020 Q1	$23K	Hold	1,000	–	–	﹤0.01%	545
2019 Q4	$17K	Hold	1,000	–	–	﹤0.01%	660
2019 Q3	$19K	Buy	+1,000	New	+$19.3K	﹤0.01%	618

Other funds holding NET

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Jacobi Capital Management's NET Position: Q2 2026 in Review

Jacobi Capital Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 987 shares — an estimated $204K sold.

Jacobi Capital Management first reported a position in NET in Q3 2019 and held it in 11 quarters. The position peaked at $214K in Q3 2025. 450 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Jacobi Capital Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
Jacobi Capital Management sold 987 Cloudflare shares in Q2 2026, an estimated $204K.
Jacobi Capital Management first reported a position in Cloudflare in Q3 2019 and held it in 11 quarters.
Jacobi Capital Management's Cloudflare position peaked at $214K in Q3 2025.
450 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.