P
NET icon

&Partners’s Cloudflare NET Stock Holding History

&Partners’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 		$8.07M Buy
32,877
+3,219
+11% +$704K 0.03% 443
2026
Q1 		$6.11M Buy
29,658
+716
+2% +$137K 0.03% 470
2025
Q4 		$5.71M Sell
28,942
-5,073
-15% -$1.07M 0.03% 458
2025
Q3 		$7.3M Buy
34,015
+1,714
+5% +$350K 0.05% 334
2025
Q2 		$6.34M Buy
32,301
+2,613
+9% +$379K 0.05% 322
2025
Q1 		$3.41M Buy
29,688
+9,104
+44% +$1.21M 0.04% 390
2024
Q4 		$2.36M Buy
20,584
+17,942
+679% +$1.75M 0.03% 442
2024
Q3 		$213K Buy
+2,642
New +$212K ﹤0.01% 1275

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

&Partners's NET Position: Q2 2026 in Review

&Partners increased its Cloudflare (NET) stake by 11% in Q2 2026, buying an estimated $704K and bringing the position to 32,877 shares worth $8.07M. The position accounts for 0.03% of the portfolio, ranked #443.

&Partners first reported a position in NET in Q3 2024 and has held it in 8 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • &Partners held 32,877 shares of Cloudflare worth $8.07M as of Q2 2026.
  • &Partners bought 3,219 Cloudflare shares in Q2 2026, an estimated $704K.
  • Cloudflare made up 0.03% of &Partners's portfolio in Q2 2026, its #443 holding.
  • &Partners first reported a position in Cloudflare in Q3 2024 and has held it in 8 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.