McAdam LLC’s Cloudflare NET Stock Holding History

McAdam LLC’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	–	Sell	-2,623	Closed	-$541K	–	534
2026 Q1	$541K	Buy	2,623 +683	+35%	+$130K	0.02%	233
2025 Q4	$382K	Buy	1,940 +834	+75%	+$176K	0.02%	286
2025 Q3	$237K	Buy	+1,106	New	+$226K	0.01%	357

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

McAdam LLC's NET Position: Q2 2026 in Review

McAdam LLC sold out of Cloudflare (NET) in Q2 2026, closing a stake of 2,623 shares — an estimated $541K sold.

McAdam LLC first reported a position in NET in Q3 2025 and held it in 3 quarters. The position peaked at $541K in Q1 2026. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

McAdam LLC reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
McAdam LLC sold 2,623 Cloudflare shares in Q2 2026, an estimated $541K.
McAdam LLC first reported a position in Cloudflare in Q3 2025 and held it in 3 quarters.
McAdam LLC's Cloudflare position peaked at $541K in Q1 2026.
1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.