PF
NET icon

Phoenix Financial’s Cloudflare NET Stock Holding History

Phoenix Financial’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 		$198M Buy
807,564
+485,747
+151% +$106M 1.35% 20
2026
Q1 		$66.4M Buy
+321,817
New +$61.4M 0.63% 41

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

Phoenix Financial's NET Position: Q2 2026 in Review

Phoenix Financial increased its Cloudflare (NET) stake by 151% in Q2 2026, buying an estimated $106M and bringing the position to 807,564 shares worth $198M. The position accounts for 1.35% of the portfolio, ranked #20.

Phoenix Financial first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Phoenix Financial held 807,564 shares of Cloudflare worth $198M as of Q2 2026.
  • Phoenix Financial bought 485,747 Cloudflare shares in Q2 2026, an estimated $106M.
  • Cloudflare made up 1.35% of Phoenix Financial's portfolio in Q2 2026, its #20 holding.
  • Phoenix Financial first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.