PAM
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Peak Asset Management’s Cloudflare NET Stock Holding History

Peak Asset 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 		$338K Sell
1,380
-120
-8% -$26.3K 0.05% 148
2026
Q1 		$310K Hold
1,500
– – 0.05% 123
2025
Q4 		$296K Sell
1,500
-60
-4% -$12.7K 0.05% 129
2025
Q3 		$335K Sell
1,560
-360
-19% -$73.5K 0.06% 115
2025
Q2 		$376K Hold
1,920
– – 0.07% 108
2025
Q1 		$216K Sell
1,920
-1,177
-38% -$156K 0.04% 139
2024
Q4 		$333K Buy
3,097
+10
+0.3% +$977 0.06% 117
2024
Q3 		$250K Hold
3,087
– – 0.05% 133
2024
Q2 		$256K Sell
3,087
-2,000
-39% -$161K 0.05% 126
2024
Q1 		$493K Buy
5,087
+250
+5% +$22.6K 0.1% 101
2023
Q4 		$403K Hold
4,837
– – 0.09% 101
2023
Q3 		$305K Buy
4,837
+13
+0.3% +$832 0.07% 111
2023
Q2 		$315K Hold
4,824
– – 0.07% 111
2023
Q1 		$297K Buy
4,824
+13
+0.3% +$711 0.07% 117
2022
Q4 		$218K Buy
4,811
+34
+0.7% +$1.68K 0.06% 131
2022
Q3 		$264K Hold
4,777
– – 0.08% 114
2022
Q2 		$209K Sell
4,777
-1,840
-28% -$133K 0.06% 129
2022
Q1 		$792K Hold
6,617
– – 0.18% 78
2021
Q4 		$870K Sell
6,617
-5,956
-47% -$998K 0.2% 75
2021
Q3 		$1.42M Buy
12,573
+4,520
+56% +$540K 0.35% 52
2021
Q2 		$852K Buy
8,053
+1,917
+31% +$159K 0.21% 76
2021
Q1 		$431K Sell
6,136
-1,285
-17% -$99K 0.1% 106
2020
Q4 		$564K Buy
+7,421
New +$487K 0.15% 86

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

Peak Asset Management's NET Position: Q2 2026 in Review

Peak Asset Management reduced its Cloudflare (NET) stake by 8% in Q2 2026, selling an estimated $26.3K and leaving 1,380 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #148.

Peak Asset Management first reported a position in NET in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q3 2021. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Peak Asset Management held 1,380 shares of Cloudflare worth $338K as of Q2 2026.
  • Peak Asset Management sold 120 Cloudflare shares in Q2 2026, an estimated $26.3K.
  • Cloudflare made up 0.05% of Peak Asset Management's portfolio in Q2 2026, its #148 holding.
  • Peak Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • Peak Asset Management's Cloudflare position peaked at $1.42M in Q3 2021.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.