NSIM
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North Star Investment Management’s Cloudflare NET Stock Holding History

North Star Investment 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 		$8.09K Sell
33
-9
-21% -$1.97K ﹤0.01% 1123
2026
Q1 		$8.67K Buy
42
+9
+27% +$1.72K ﹤0.01% 1064
2025
Q4 		$6.51K Buy
+33
New +$6.98K ﹤0.01% 1044

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

North Star Investment Management's NET Position: Q2 2026 in Review

North Star Investment Management reduced its Cloudflare (NET) stake by 21% in Q2 2026, selling an estimated $1.97K and leaving 33 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

North Star Investment Management first reported a position in NET in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.67K in Q1 2026. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • North Star Investment Management held 33 shares of Cloudflare worth $8.09K as of Q2 2026.
  • North Star Investment Management sold 9 Cloudflare shares in Q2 2026, an estimated $1.97K.
  • Cloudflare made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1123 holding.
  • North Star Investment Management first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • North Star Investment Management's Cloudflare position peaked at $8.67K in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.