MMCM
NET icon

Murphy & Mullick Capital Management’s Cloudflare NET Stock Holding History

Murphy & Mullick Capital 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 		$149K Hold
608
– – 0.09% 167
2026
Q1 		$125K Hold
608
– – 0.09% 176
2025
Q4 		$120K Hold
608
– – 0.09% 186
2025
Q3 		$130K Hold
608
– – 0.1% 174
2025
Q2 		$126K Hold
608
– – 0.1% 163
2025
Q1 		$68.5K Sell
608
-2
-0.3% -$265 0.07% 221
2024
Q4 		$65.7K Buy
+610
New +$59.6K 0.06% 223

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

Murphy & Mullick Capital Management's NET Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its Cloudflare (NET) position steady in Q2 2026 at 608 shares worth $149K. The position accounts for 0.09% of the portfolio, ranked #167.

Murphy & Mullick Capital Management first reported a position in NET in Q4 2024 and has held it in 7 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Murphy & Mullick Capital Management held 608 shares of Cloudflare worth $149K as of Q2 2026.
  • Murphy & Mullick Capital Management left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 0.09% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #167 holding.
  • Murphy & Mullick Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.