JIC
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Johnson Investment Counsel’s Cloudflare NET Stock Holding History

Johnson Investment Counsel’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 		$274K Buy
1,118
+11
+1% +$2.41K ﹤0.01% 750
2026
Q1 		$228K Hold
1,107
– – ﹤0.01% 770
2025
Q4 		$218K Sell
1,107
-20
-2% -$4.23K ﹤0.01% 752
2025
Q3 		$242K Sell
1,127
-17
-1% -$3.47K ﹤0.01% 750
2025
Q2 		$224K Buy
+1,144
New +$166K ﹤0.01% 751

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

Johnson Investment Counsel's NET Position: Q2 2026 in Review

Johnson Investment Counsel increased its Cloudflare (NET) stake by 0.99% in Q2 2026, buying an estimated $2.41K and bringing the position to 1,118 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Johnson Investment Counsel 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.

  • Johnson Investment Counsel held 1,118 shares of Cloudflare worth $274K as of Q2 2026.
  • Johnson Investment Counsel bought 11 Cloudflare shares in Q2 2026, an estimated $2.41K.
  • Cloudflare made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #750 holding.
  • Johnson Investment Counsel 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 Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.