NAM
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NorthCrest Asset Manangement’s Cloudflare NET Stock Holding History

NorthCrest Asset Manangement’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 		$821K Buy
2,977
+1,714
+136% +$375K 0.02% 425
2026
Q1 		$267K Buy
+1,263
New +$241K 0.01% 653

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

NorthCrest Asset Manangement's NET Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Cloudflare (NET) stake by 136% in Q2 2026, buying an estimated $375K and bringing the position to 2,977 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #425.

NorthCrest Asset Manangement first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • NorthCrest Asset Manangement held 2,977 shares of Cloudflare worth $821K as of Q2 2026.
  • NorthCrest Asset Manangement bought 1,714 Cloudflare shares in Q2 2026, an estimated $375K.
  • Cloudflare made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #425 holding.
  • NorthCrest Asset Manangement first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.