LBWM
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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Left Brain Wealth Management's NET Position: Q1 2026 in Review

Left Brain Wealth Management reduced its Cloudflare (NET) stake by 71% in Q1 2026, selling an estimated $929K and leaving 1,952 shares worth $403K. The position accounts for 0.16% of the portfolio, ranked #56.

Left Brain Wealth Management first reported a position in NET in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Left Brain Wealth Management held 1,952 shares of Cloudflare worth $403K as of Q1 2026.
  • Left Brain Wealth Management sold 4,870 Cloudflare shares in Q1 2026, an estimated $929K.
  • Cloudflare made up 0.16% of Left Brain Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Left Brain Wealth Management first reported a position in Cloudflare in Q1 2025 and has held it in 5 quarters since.
  • Left Brain Wealth Management's Cloudflare position peaked at $1.34M in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.