NewEdge Wealth’s Cloudflare NET Stock Holding History

NewEdge Wealth’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	$3.03M	Buy	12,342 +3,733	+43%	+$817K	0.03%	351
2026 Q1	$1.78M	Sell	8,609 -111	-1%	-$21.2K	0.02%	465
2025 Q4	$1.72M	Buy	8,720 +667	+8%	+$141K	0.02%	492
2025 Q3	$1.84M	Buy	8,053 +5,049	+168%	+$1.03M	0.03%	418
2025 Q2	$632K	Sell	3,004 -539	-15%	-$78.3K	0.01%	638
2025 Q1	$399K	Sell	3,543 -694	-16%	-$92K	0.01%	709
2024 Q4	$456K	Buy	4,237 +1,557	+58%	+$152K	0.01%	662
2024 Q3	$217K	Buy	+2,680	New	+$215K	﹤0.01%	822
2024 Q1	–	Sell	-2,782	Closed	-$232K	–	833
2023 Q4	$232K	Buy	+2,782	New	+$195K	0.01%	675
2022 Q3	–	Sell	-6,494	Closed	-$284K	–	579
2022 Q2	$284K	Hold	6,494	–	–	0.01%	475
2022 Q1	$777K	Buy	6,494 +4,012	+162%	+$418K	0.03%	246
2021 Q4	$326K	Hold	2,482	–	–	0.01%	331
2021 Q3	$280K	Buy	+2,482	New	+$297K	0.02%	252

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

NewEdge Wealth's NET Position: Q2 2026 in Review

NewEdge Wealth increased its Cloudflare (NET) stake by 43% in Q2 2026, buying an estimated $817K and bringing the position to 12,342 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #351.

NewEdge Wealth first reported a position in NET in Q3 2021 and has held it in 13 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

NewEdge Wealth held 12,342 shares of Cloudflare worth $3.03M as of Q2 2026.
NewEdge Wealth bought 3,733 Cloudflare shares in Q2 2026, an estimated $817K.
Cloudflare made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #351 holding.
NewEdge Wealth first reported a position in Cloudflare in Q3 2021 and has held it in 13 quarters since.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.