Rafferty Asset Management
NET icon

Rafferty Asset Management’s Cloudflare NET Stock Holding History

Rafferty Asset 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
Q2 		$1.88M Sell
7,649
-1,125
-13% -$246K ﹤0.01% 656
2026
Q1 		$1.81M Sell
8,774
-1,285
-13% -$245K 0.01% 630
2025
Q4 		$1.98M Sell
10,059
-2,254
-18% -$477K 0.01% 647
2025
Q3 		$2.64M Sell
12,313
-3,853
-24% -$787K 0.01% 580
2025
Q2 		$3.17M Buy
16,166
+133
+0.8% +$19.3K 0.01% 494
2025
Q1 		$1.81M Sell
16,033
-8,007
-33% -$1.06M 0.01% 600
2024
Q4 		$2.59M Buy
24,040
+2,053
+9% +$201K 0.01% 570
2024
Q3 		$1.78M Sell
21,987
-8,789
-29% -$707K 0.01% 673
2024
Q2 		$2.55M Sell
30,776
-369
-1% -$29.8K 0.01% 578
2024
Q1 		$3.02M Sell
31,145
-10,994
-26% -$995K 0.01% 586
2023
Q4 		$3.51M Sell
42,139
-1,000
-2% -$69.9K 0.01% 518
2023
Q3 		$2.72M Buy
43,139
+4,795
+13% +$307K 0.02% 522
2023
Q2 		$2.51M Sell
38,344
-4,552
-11% -$272K 0.01% 584
2023
Q1 		$2.64M Buy
42,896
+10,480
+32% +$573K 0.02% 531
2022
Q4 		$1.47M Buy
32,416
+11,081
+52% +$548K 0.01% 663
2022
Q3 		$1.18M Sell
21,335
-7,139
-25% -$424K 0.01% 622
2022
Q2 		$1.25M Buy
28,474
+2,399
+9% +$173K 0.01% 580
2022
Q1 		$3.12M Buy
26,075
+5,752
+28% +$600K 0.02% 506
2021
Q4 		$2.67M Buy
+20,323
New +$3.41M 0.01% 566

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

Rafferty Asset Management's NET Position: Q2 2026 in Review

Rafferty Asset Management reduced its Cloudflare (NET) stake by 13% in Q2 2026, selling an estimated $246K and leaving 7,649 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Rafferty Asset Management first reported a position in NET in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.51M in Q4 2023. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Rafferty Asset Management held 7,649 shares of Cloudflare worth $1.88M as of Q2 2026.
  • Rafferty Asset Management sold 1,125 Cloudflare shares in Q2 2026, an estimated $246K.
  • Cloudflare made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #656 holding.
  • Rafferty Asset Management first reported a position in Cloudflare in Q4 2021 and has held it in 19 quarters since.
  • Rafferty Asset Management's Cloudflare position peaked at $3.51M in Q4 2023.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.