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
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 $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

Private Advisory Group's NET Position: Q1 2026 in Review

Private Advisory Group increased its Cloudflare (NET) stake by 4.3% in Q1 2026, buying an estimated $682K and bringing the position to 87,461 shares worth $18M. The position accounts for 1.18% of the portfolio, ranked #17.

Private Advisory Group first reported a position in NET in Q2 2022 and has held it in 16 quarters since. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Private Advisory Group held 87,461 shares of Cloudflare worth $18M as of Q1 2026.
  • Private Advisory Group bought 3,575 Cloudflare shares in Q1 2026, an estimated $682K.
  • Cloudflare made up 1.18% of Private Advisory Group's portfolio in Q1 2026, its #17 holding.
  • Private Advisory Group first reported a position in Cloudflare in Q2 2022 and has held it in 16 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.