PA
NET icon

Pinnacle Associates’s Cloudflare NET Stock Holding History

Pinnacle Associates’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 		$543K Buy
2,214
+870
+65% +$190K 0.01% 672
2026
Q1 		$277K Sell
1,344
-1,411
-51% -$269K ﹤0.01% 827
2025
Q4 		$543K Buy
2,755
+536
+24% +$113K 0.01% 637
2025
Q3 		$476K Sell
2,219
-99
-4% -$20.2K 0.01% 647
2025
Q2 		$454K Sell
2,318
-229
-9% -$33.2K 0.01% 647
2025
Q1 		$287K Buy
+2,547
New +$338K ﹤0.01% 725

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

Pinnacle Associates's NET Position: Q2 2026 in Review

Pinnacle Associates increased its Cloudflare (NET) stake by 65% in Q2 2026, buying an estimated $190K and bringing the position to 2,214 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #672.

Pinnacle Associates first reported a position in NET in Q1 2025 and has held it in 6 quarters since. The position peaked at $543K in Q4 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Pinnacle Associates held 2,214 shares of Cloudflare worth $543K as of Q2 2026.
  • Pinnacle Associates bought 870 Cloudflare shares in Q2 2026, an estimated $190K.
  • Cloudflare made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #672 holding.
  • Pinnacle Associates first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • Pinnacle Associates's Cloudflare position peaked at $543K in Q4 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.