MA
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Montag & Associates’s Cloudflare NET Stock Holding History

Montag & Associates’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 		$28.3K Sell
115
-70
-38% -$15.3K ﹤0.01% 656
2026
Q1 		$38.2K Sell
185
-31
-14% -$5.91K ﹤0.01% 622
2025
Q4 		$42.6K Sell
216
-226
-51% -$47.8K ﹤0.01% 617
2025
Q3 		$94.8K Sell
442
-46
-9% -$9.39K ﹤0.01% 497
2025
Q2 		$95.6K Sell
488
-1,157
-70% -$168K ﹤0.01% 484
2025
Q1 		$185K Buy
1,645
+143
+10% +$19K 0.01% 425
2024
Q4 		$162K Hold
1,502
– – 0.01% 448
2024
Q3 		$121K Sell
1,502
-30
-2% -$2.41K 0.01% 484
2024
Q2 		$127K Hold
1,532
– – 0.01% 464
2024
Q1 		$148K Buy
1,532
+120
+8% +$10.9K 0.01% 445
2023
Q4 		$118K Hold
1,412
– – 0.01% 453
2023
Q3 		$89K Sell
1,412
-16
-1% -$1.02K 0.01% 469
2023
Q2 		$93.3K Hold
1,428
– – 0.01% 481
2023
Q1 		$88.1K Buy
1,428
+86
+6% +$4.7K 0.01% 476
2022
Q4 		$60.7K Sell
1,342
-5
-0.4% -$247 ﹤0.01% 513
2022
Q3 		$75K Hold
1,347
– – 0.01% 477
2022
Q2 		$59K Hold
1,347
– – ﹤0.01% 508
2022
Q1 		$161K Buy
1,347
+26
+2% +$2.71K 0.01% 416
2021
Q4 		$174K Buy
1,321
+33
+3% +$5.53K 0.01% 404
2021
Q3 		$145K Buy
1,288
+58
+5% +$6.93K 0.01% 430
2021
Q2 		$130K Sell
1,230
-129
-9% -$10.7K 0.01% 440
2021
Q1 		$95K Sell
1,359
-761
-36% -$58.7K 0.01% 475
2020
Q4 		$161K Buy
+2,120
New +$139K 0.01% 390

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates's NET Position: Q2 2026 in Review

Montag & Associates reduced its Cloudflare (NET) stake by 38% in Q2 2026, selling an estimated $15.3K and leaving 115 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Montag & Associates first reported a position in NET in Q4 2020 and has held it in 23 quarters since. The position peaked at $185K in Q1 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Montag & Associates held 115 shares of Cloudflare worth $28.3K as of Q2 2026.
  • Montag & Associates sold 70 Cloudflare shares in Q2 2026, an estimated $15.3K.
  • Cloudflare made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #656 holding.
  • Montag & Associates first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Cloudflare position peaked at $185K in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.