Pacific Point Advisors’s Cloudflare NET Stock Holding History

Pacific Point Advisors’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	$619K	Hold	3,000	–	–	0.33%	81
2025 Q4	$591K	Buy	+3,000	New	+$635K	0.32%	87

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Point Advisors's NET Position: Q1 2026 in Review

Pacific Point Advisors held its Cloudflare (NET) position steady in Q1 2026 at 3,000 shares worth $619K. The position accounts for 0.33% of the portfolio, ranked #81.

Pacific Point Advisors first reported a position in NET in Q4 2025 and has held it in 2 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Pacific Point Advisors held 3,000 shares of Cloudflare worth $619K as of Q1 2026.
Pacific Point Advisors left its Cloudflare share count unchanged in Q1 2026.
Cloudflare made up 0.33% of Pacific Point Advisors's portfolio in Q1 2026, its #81 holding.
Pacific Point Advisors first reported a position in Cloudflare in Q4 2025 and has held it in 2 quarters since.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.