Left Brain Wealth Management
NET icon

Left Brain Wealth Management’s Cloudflare NET Stock Holding History

Left Brain 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
Q3 		$6.23M Buy
17,929
+13,184
+278% +$3.91M 1.96% 20
2026
Q2 		$1.16M Buy
4,745
+2,793
+143% +$611K 0.35% 47
2026
Q1 		$403K Sell
1,952
-4,870
-71% -$929K 0.16% 56
2025
Q4 		$1.34M Buy
6,822
+1,869
+38% +$395K 0.47% 41
2025
Q3 		$1.06M Buy
4,953
+188
+4% +$38.4K 0.33% 47
2025
Q2 		$933K Buy
4,765
+1,460
+44% +$212K 0.33% 46
2025
Q1 		$372K Buy
+3,305
New +$438K 0.16% 70

Other funds holding NET

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Left Brain Wealth Management's NET Position: Q3 2026 in Review

Left Brain Wealth Management increased its Cloudflare (NET) stake by 278% in Q3 2026, buying an estimated $3.91M and bringing the position to 17,929 shares worth $6.23M. The position accounts for 1.96% of the portfolio, ranked #20.

Left Brain Wealth Management first reported a position in NET in Q1 2025 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Left Brain Wealth Management held 17,929 shares of Cloudflare worth $6.23M as of Q3 2026.
  • Left Brain Wealth Management bought 13,184 Cloudflare shares in Q3 2026, an estimated $3.91M.
  • Cloudflare made up 1.96% of Left Brain Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Left Brain Wealth Management first reported a position in Cloudflare in Q1 2025 and has held it in 7 quarters since.
  • 775 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Left Brain Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.