PWM
NET icon

Perigon Wealth Management’s Cloudflare NET Stock Holding History

Perigon Wealth 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
Q1 		$5.5M Buy
26,650
+2,761
+12% +$527K 0.1% 200
2025
Q4 		$4.71M Sell
23,889
-4,792
-17% -$1.01M 0.08% 220
2025
Q3 		$6.15M Buy
28,681
+1,074
+4% +$219K 0.13% 163
2025
Q2 		$5.41M Buy
27,607
+7
+0% +$1.02K 0.13% 158
2025
Q1 		$3.11M Buy
27,600
+15,487
+128% +$2.05M 0.08% 241
2024
Q4 		$1.39M Sell
12,113
-2,456
-17% -$240K 0.03% 365
2024
Q3 		$1.18M Buy
14,569
+5,868
+67% +$472K 0.03% 394
2024
Q2 		$721K Sell
8,701
-6,194
-42% -$500K 0.02% 445
2024
Q1 		$1.44M Sell
14,895
-1,404
-9% -$127K 0.04% 296
2023
Q4 		$1.36M Buy
16,299
+6,861
+73% +$480K 0.04% 285
2023
Q3 		$595K Buy
9,438
+2,258
+31% +$145K 0.02% 403
2023
Q2 		$469K Buy
7,180
+1,601
+29% +$95.6K 0.02% 469
2023
Q1 		$344K Sell
5,579
-4,634
-45% -$253K 0.02% 498
2022
Q4 		$462K Buy
10,213
+2,191
+27% +$108K 0.03% 408
2022
Q3 		$444K Buy
8,022
+2,683
+50% +$159K 0.04% 354
2022
Q2 		$234K Buy
5,339
+333
+7% +$24K 0.02% 497
2022
Q1 		$599K Sell
5,006
-346
-6% -$36.1K 0.04% 320
2021
Q4 		$704K Sell
5,352
-3,464
-39% -$580K 0.05% 273
2021
Q3 		$993K Sell
8,816
-404
-4% -$48.3K 0.09% 201
2021
Q2 		$976K Sell
9,220
-522
-5% -$43.2K 0.09% 202
2021
Q1 		$684K Sell
9,742
-877
-8% -$67.6K 0.07% 236
2020
Q4 		$807K Sell
10,619
-1,857
-15% -$122K 0.09% 176
2020
Q3 		$512K Buy
+12,476
New +$478K 0.07% 220

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perigon Wealth Management's NET Position: Q1 2026 in Review

Perigon Wealth Management increased its Cloudflare (NET) stake by 12% in Q1 2026, buying an estimated $527K and bringing the position to 26,650 shares worth $5.5M. The position accounts for 0.1% of the portfolio, ranked #200.

Perigon Wealth Management first reported a position in NET in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.15M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Perigon Wealth Management held 26,650 shares of Cloudflare worth $5.5M as of Q1 2026.
  • Perigon Wealth Management bought 2,761 Cloudflare shares in Q1 2026, an estimated $527K.
  • Cloudflare made up 0.1% of Perigon Wealth Management's portfolio in Q1 2026, its #200 holding.
  • Perigon Wealth Management first reported a position in Cloudflare in Q3 2020 and has held it in 23 quarters since.
  • Perigon Wealth Management's Cloudflare position peaked at $6.15M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.