KWM
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Kassira Wealth Management’s Cloudflare NET Stock Holding History

Kassira 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
Q2 		$1.47M Sell
5,981
-740
-11% -$162K 1.18% 26
2026
Q1 		$1.39M Sell
6,721
-3,324
-33% -$634K 1.27% 23
2025
Q4 		$1.98M Sell
10,045
-334
-3% -$70.7K 1.88% 18
2025
Q3 		$2.23M Buy
+10,379
New +$2.12M 2.15% 13

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

Kassira Wealth Management's NET Position: Q2 2026 in Review

Kassira Wealth Management reduced its Cloudflare (NET) stake by 11% in Q2 2026, selling an estimated $162K and leaving 5,981 shares worth $1.47M. The position accounts for 1.18% of the portfolio, ranked #26.

Kassira Wealth Management first reported a position in NET in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.23M in Q3 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Kassira Wealth Management held 5,981 shares of Cloudflare worth $1.47M as of Q2 2026.
  • Kassira Wealth Management sold 740 Cloudflare shares in Q2 2026, an estimated $162K.
  • Cloudflare made up 1.18% of Kassira Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Kassira Wealth Management first reported a position in Cloudflare in Q3 2025 and has held it in 4 quarters since.
  • Kassira Wealth Management's Cloudflare position peaked at $2.23M in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.