Kemnay Advisory Services’s Cloudflare NET Stock Holding History

Kemnay Advisory Services’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	$23.1K	Sell	94 -2	-2%	-$438	﹤0.01%	659
2026 Q1	$19.8K	Sell	96 -172	-64%	-$32.8K	﹤0.01%	698
2025 Q4	$52.8K	Buy	+268	New	+$56.7K	0.01%	308
2021 Q3	–	Sell	-11,095	Closed	-$1.17M	–	109
2021 Q2	$1.17M	Buy	+11,095	New	+$918K	0.14%	39
2020 Q3	–	Sell	-54,678	Closed	-$2.02M	–	94
2020 Q2	$2.02M	Buy	+54,678	New	+$1.53M	0.3%	35

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kemnay Advisory Services's NET Position: Q2 2026 in Review

Kemnay Advisory Services reduced its Cloudflare (NET) stake by 2.1% in Q2 2026, selling an estimated $438 and leaving 94 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Kemnay Advisory Services first reported a position in NET in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.02M in Q2 2020. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Kemnay Advisory Services held 94 shares of Cloudflare worth $23.1K as of Q2 2026.
Kemnay Advisory Services sold 2 Cloudflare shares in Q2 2026, an estimated $438.
Cloudflare made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #659 holding.
Kemnay Advisory Services first reported a position in Cloudflare in Q2 2020 and has held it in 5 quarters since.
Kemnay Advisory Services's Cloudflare position peaked at $2.02M in Q2 2020.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.