Jacobs Levy Equity Management
NET icon

Jacobs Levy Equity Management’s Cloudflare NET Stock Holding History

Jacobs Levy Equity 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 		$10.3M Buy
41,962
+33,330
+386% +$7.29M 0.04% 312
2026
Q1 		$1.78M Sell
8,632
-45
-0.5% -$8.58K 0.01% 607
2025
Q4 		$1.71M Sell
8,677
-29,113
-77% -$6.16M 0.01% 610
2025
Q3 		$8.11M Buy
37,790
+33,343
+750% +$6.81M 0.03% 337
2025
Q2 		$871K Buy
+4,447
New +$646K ﹤0.01% 783

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

Jacobs Levy Equity Management's NET Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Cloudflare (NET) stake by 386% in Q2 2026, buying an estimated $7.29M and bringing the position to 41,962 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #312.

Jacobs Levy Equity Management first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Jacobs Levy Equity Management held 41,962 shares of Cloudflare worth $10.3M as of Q2 2026.
  • Jacobs Levy Equity Management bought 33,330 Cloudflare shares in Q2 2026, an estimated $7.29M.
  • Cloudflare made up 0.04% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #312 holding.
  • Jacobs Levy Equity Management first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.