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Liberty One Investment Management’s Cloudflare NET Stock Holding History

Liberty One Investment 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 		$487K Buy
1,986
+159
+9% +$34.8K 0.05% 124
2026
Q1 		$377K Buy
1,827
+925
+103% +$176K 0.04% 132
2025
Q4 		$178K Sell
902
-1,296
-59% -$274K 0.02% 131
2025
Q3 		$470K Buy
2,198
+853
+63% +$174K 0.03% 124
2025
Q2 		$263K Sell
1,345
-830
-38% -$121K 0.03% 131
2025
Q1 		$245K Buy
2,175
+48
+2% +$6.36K 0.02% 131
2024
Q4 		$229K Buy
2,127
+8
+0.4% +$782 0.02% 133
2024
Q3 		$171K Sell
2,119
-295
-12% -$23.7K 0.02% 136
2024
Q2 		$200K Buy
2,414
+84
+4% +$6.78K 0.02% 132
2024
Q1 		$226K Buy
2,330
+2,119
+1,004% +$192K 0.03% 126
2023
Q4 		$17.6K Buy
211
+68
+48% +$4.76K ﹤0.01% 147
2023
Q3 		$9.02K Buy
143
+19
+15% +$1.22K ﹤0.01% 141
2023
Q2 		$8.11K Hold
124
– – ﹤0.01% 148
2023
Q1 		$7.65K Buy
+124
New +$6.78K ﹤0.01% 147
2022
Q2 		– Sell
-11
Closed -$1K – 153
2022
Q1 		$1K Buy
+11
New +$1.15K ﹤0.01% 161

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

Liberty One Investment Management's NET Position: Q2 2026 in Review

Liberty One Investment Management increased its Cloudflare (NET) stake by 8.7% in Q2 2026, buying an estimated $34.8K and bringing the position to 1,986 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #124.

Liberty One Investment Management first reported a position in NET in Q1 2022 and has held it in 15 quarters since. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Liberty One Investment Management held 1,986 shares of Cloudflare worth $487K as of Q2 2026.
  • Liberty One Investment Management bought 159 Cloudflare shares in Q2 2026, an estimated $34.8K.
  • Cloudflare made up 0.05% of Liberty One Investment Management's portfolio in Q2 2026, its #124 holding.
  • Liberty One Investment Management first reported a position in Cloudflare in Q1 2022 and has held it in 15 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.