MFAM
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Motley Fool Asset Management’s Cloudflare NET Stock Holding History

Motley Fool Asset 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 		$5.9M Sell
24,065
-7,221
-23% -$1.58M 0.23% 81
2026
Q1 		$6.46M Sell
31,286
-1,352
-4% -$258K 0.28% 85
2025
Q4 		$6.43M Buy
32,638
+8,586
+36% +$1.82M 0.25% 94
2025
Q3 		$5.16M Buy
24,052
+6,300
+35% +$1.29M 0.21% 97
2025
Q2 		$3.48M Buy
17,752
+1,691
+11% +$246K 0.16% 112
2025
Q1 		$1.81M Buy
16,061
+11,006
+218% +$1.46M 0.1% 144
2024
Q4 		$544K Buy
5,055
+369
+8% +$36K 0.03% 168
2024
Q3 		$366K Sell
4,686
-391
-8% -$31.4K 0.02% 174
2024
Q2 		$426K Sell
5,077
-179
-3% -$14.4K 0.03% 169
2024
Q1 		$509K Sell
5,256
-186
-3% -$16.8K 0.03% 176
2023
Q4 		$453K Sell
5,442
-3,072
-36% -$215K 0.03% 175
2023
Q3 		$537K Buy
8,514
+831
+11% +$53.2K 0.04% 170
2023
Q2 		$502K Buy
+7,683
New +$459K 0.04% 165
2023
Q1 		– Sell
-5,892
Closed -$266K – 173
2022
Q4 		$266K Sell
5,892
-551
-9% -$27.3K 0.03% 197
2022
Q3 		$356K Buy
6,443
+79
+1% +$4.69K 0.04% 179
2022
Q2 		$321K Sell
6,364
-1,683
-21% -$121K 0.03% 190
2022
Q1 		$963K Sell
8,047
-258
-3% -$26.9K 0.07% 146
2021
Q4 		$1.09M Sell
8,305
-508
-6% -$85.1K 0.07% 144
2021
Q3 		$993K Buy
8,813
+1,539
+21% +$184K 0.06% 147
2021
Q2 		$770K Buy
+7,274
New +$602K 0.05% 163

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

Motley Fool Asset Management's NET Position: Q2 2026 in Review

Motley Fool Asset Management reduced its Cloudflare (NET) stake by 23% in Q2 2026, selling an estimated $1.58M and leaving 24,065 shares worth $5.9M. The position accounts for 0.23% of the portfolio, ranked #81.

Motley Fool Asset Management first reported a position in NET in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.46M in Q1 2026. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Motley Fool Asset Management held 24,065 shares of Cloudflare worth $5.9M as of Q2 2026.
  • Motley Fool Asset Management sold 7,221 Cloudflare shares in Q2 2026, an estimated $1.58M.
  • Cloudflare made up 0.23% of Motley Fool Asset Management's portfolio in Q2 2026, its #81 holding.
  • Motley Fool Asset Management first reported a position in Cloudflare in Q2 2021 and has held it in 20 quarters since.
  • Motley Fool Asset Management's Cloudflare position peaked at $6.46M in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Motley Fool Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.