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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Murphy & Mullick Capital Management's NET Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its Cloudflare (NET) position steady in Q1 2026 at 608 shares worth $125K. The position accounts for 0.09% of the portfolio, ranked #176.

Murphy & Mullick Capital Management first reported a position in NET in Q4 2024 and has held it in 6 quarters since. The position peaked at $130K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Murphy & Mullick Capital Management held 608 shares of Cloudflare worth $125K as of Q1 2026.
  • Murphy & Mullick Capital Management left its Cloudflare share count unchanged in Q1 2026.
  • Cloudflare made up 0.09% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #176 holding.
  • Murphy & Mullick Capital Management first reported a position in Cloudflare in Q4 2024 and has held it in 6 quarters since.
  • Murphy & Mullick Capital Management's Cloudflare position peaked at $130K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.