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Mark Sheptoff Financial Planning’s Cloudflare NET Stock Holding History

Mark Sheptoff Financial Planning’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 		$36.8K Hold
150
– – 0.02% 217
2026
Q1 		$36.7K Hold
150
– – 0.02% 207
2025
Q4 		$29.6K Hold
150
– – 0.01% 238
2025
Q3 		$32.2K Hold
150
– – 0.02% 227
2025
Q2 		$29.4K Hold
150
– – 0.02% 229
2025
Q1 		$16.9K Hold
150
– – 0.01% 261
2024
Q4 		$16.2K Hold
150
– – 0.01% 273
2024
Q3 		$12.1K Hold
150
– – 0.01% 291
2024
Q2 		$12.4K Hold
150
– – 0.01% 293
2024
Q1 		$14.5K Hold
150
– – 0.01% 263
2023
Q4 		$12.5K Hold
150
– – 0.01% 270
2023
Q3 		$9.46K Sell
150
-600
-80% -$38.4K 0.01% 268
2023
Q2 		$49K Buy
+750
New +$44.8K 0.03% 165
2022
Q2 		– Sell
-395
Closed -$47K – 412
2022
Q1 		$47K Buy
+395
New +$41.2K 0.02% 183

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

Mark Sheptoff Financial Planning's NET Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Cloudflare (NET) position steady in Q2 2026 at 150 shares worth $36.8K. The position accounts for 0.02% of the portfolio, ranked #217.

Mark Sheptoff Financial Planning first reported a position in NET in Q1 2022 and has held it in 14 quarters since. The position peaked at $49K in Q2 2023. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Mark Sheptoff Financial Planning held 150 shares of Cloudflare worth $36.8K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #217 holding.
  • Mark Sheptoff Financial Planning first reported a position in Cloudflare in Q1 2022 and has held it in 14 quarters since.
  • Mark Sheptoff Financial Planning's Cloudflare position peaked at $49K in Q2 2023.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.