Leelyn Smith’s Cloudflare NET Stock Holding History

Leelyn Smith’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	$1.65M	Buy	6,725 +745	+12%	+$163K	0.2%	96
2026 Q1	$1.23M	Buy	+5,980	New	+$1.14M	0.17%	94

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

Leelyn Smith's NET Position: Q2 2026 in Review

Leelyn Smith increased its Cloudflare (NET) stake by 12% in Q2 2026, buying an estimated $163K and bringing the position to 6,725 shares worth $1.65M. The position accounts for 0.2% of the portfolio, ranked #96.

Leelyn Smith first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Leelyn Smith held 6,725 shares of Cloudflare worth $1.65M as of Q2 2026.
Leelyn Smith bought 745 Cloudflare shares in Q2 2026, an estimated $163K.
Cloudflare made up 0.2% of Leelyn Smith's portfolio in Q2 2026, its #96 holding.
Leelyn Smith first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.