LJI Wealth Management’s Cloudflare NET Stock Holding History

LJI 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 Q2	$1.69M	Sell	6,900 -200	-3%	-$43.8K	0.24%	47
2026 Q1	$1.47M	Hold	7,100	–	–	0.23%	43
2025 Q4	$1.4M	Hold	7,100	–	–	0.21%	52
2025 Q3	$1.52M	Hold	7,100	–	–	0.27%	37
2025 Q2	$1.39M	Hold	7,100	–	–	0.24%	46
2025 Q1	$800K	Hold	7,100	–	–	0.16%	58
2024 Q4	$765K	Sell	7,100 -100	-1%	-$9.77K	0.15%	62
2024 Q3	$582K	Hold	7,200	–	–	0.12%	90
2024 Q2	$596K	Sell	7,200 -2,650	-27%	-$214K	0.13%	80
2024 Q1	$954K	Sell	9,850 -100	-1%	-$9.05K	0.25%	42
2023 Q4	$828K	Sell	9,950 -300	-3%	-$21K	0.21%	53
2023 Q3	$646K	Sell	10,250 -200	-2%	-$12.8K	0.19%	64
2023 Q2	$683K	Sell	10,450 -1,300	-11%	-$77.6K	0.2%	58
2023 Q1	$725K	Buy	11,750 +1,180	+11%	+$64.5K	0.23%	47
2022 Q4	$478K	Buy	+10,570	New	+$523K	0.17%	70

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

LJI Wealth Management's NET Position: Q2 2026 in Review

LJI Wealth Management reduced its Cloudflare (NET) stake by 2.8% in Q2 2026, selling an estimated $43.8K and leaving 6,900 shares worth $1.69M. The position accounts for 0.24% of the portfolio, ranked #47.

LJI Wealth Management first reported a position in NET in Q4 2022 and has held it in 15 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

LJI Wealth Management held 6,900 shares of Cloudflare worth $1.69M as of Q2 2026.
LJI Wealth Management sold 200 Cloudflare shares in Q2 2026, an estimated $43.8K.
Cloudflare made up 0.24% of LJI Wealth Management's portfolio in Q2 2026, its #47 holding.
LJI Wealth Management first reported a position in Cloudflare in Q4 2022 and has held it in 15 quarters since.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.