PAG
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Private Advisory Group’s Cloudflare NET Stock Holding History

Private Advisory Group’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 		$5.94M Sell
24,202
-63,259
-72% -$13.8M 0.32% 86
2026
Q1 		$18M Buy
87,461
+3,575
+4% +$682K 1.18% 17
2025
Q4 		$16.5M Buy
83,886
+30,406
+57% +$6.43M 1.3% 20
2025
Q3 		$11.5M Sell
53,480
-17,205
-24% -$3.51M 0.94% 31
2025
Q2 		$13.8M Buy
70,685
+32,458
+85% +$4.71M 1.25% 21
2025
Q1 		$4.31M Buy
38,227
+1,881
+5% +$249K 0.48% 57
2024
Q4 		$3.91M Buy
36,346
+2,465
+7% +$241K 0.44% 58
2024
Q3 		$2.74M Buy
33,881
+1,201
+4% +$96.5K 0.33% 66
2024
Q2 		$2.71M Buy
32,680
+5,137
+19% +$414K 0.35% 70
2024
Q1 		$2.67M Sell
27,543
-2,086
-7% -$189K 0.38% 74
2023
Q4 		$2.47M Sell
29,629
-2,259
-7% -$158K 0.43% 61
2023
Q3 		$2.01M Buy
31,888
+375
+1% +$24K 0.4% 71
2023
Q2 		$2.06M Buy
31,513
+27,321
+652% +$1.63M 0.41% 62
2023
Q1 		$258K Sell
4,192
-62,846
-94% -$3.44M 0.06% 180
2022
Q4 		$3.03M Sell
67,038
-431
-0.6% -$21.3K 0.66% 45
2022
Q3 		$3.73M Buy
67,469
+44,133
+189% +$2.62M 0.85% 37
2022
Q2 		$1.02M Buy
+23,336
New +$1.68M 0.23% 81

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

Private Advisory Group's NET Position: Q2 2026 in Review

Private Advisory Group reduced its Cloudflare (NET) stake by 72% in Q2 2026, selling an estimated $13.8M and leaving 24,202 shares worth $5.94M. The position accounts for 0.32% of the portfolio, ranked #86.

Private Advisory Group first reported a position in NET in Q2 2022 and has held it in 17 quarters since. The position peaked at $18M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Private Advisory Group held 24,202 shares of Cloudflare worth $5.94M as of Q2 2026.
  • Private Advisory Group sold 63,259 Cloudflare shares in Q2 2026, an estimated $13.8M.
  • Cloudflare made up 0.32% of Private Advisory Group's portfolio in Q2 2026, its #86 holding.
  • Private Advisory Group first reported a position in Cloudflare in Q2 2022 and has held it in 17 quarters since.
  • Private Advisory Group's Cloudflare position peaked at $18M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.