NorthAvenue LLC’s Cloudflare NET Stock Holding History

NorthAvenue LLC’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	$982	Hold	4	–	–	﹤0.01%	232
2026 Q1	$826	Buy	+4	New	+$763	﹤0.01%	203

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

NorthAvenue LLC's NET Position: Q2 2026 in Review

NorthAvenue LLC held its Cloudflare (NET) position steady in Q2 2026 at 4 shares worth $982. The position accounts for ﹤0.01% of the portfolio, ranked #232.

NorthAvenue LLC first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

NorthAvenue LLC held 4 shares of Cloudflare worth $982 as of Q2 2026.
NorthAvenue LLC left its Cloudflare share count unchanged in Q2 2026.
Cloudflare made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #232 holding.
NorthAvenue LLC first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.