Raymond James Financial
NET icon

Raymond James Financial’s Cloudflare NET Stock Holding History

Raymond James 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 		$223M Sell
909,543
-31,304
-3% -$6.85M 0.06% 278
2026
Q1 		$187M Sell
940,847
-89,703
-9% -$17.1M 0.06% 292
2025
Q4 		$205M Sell
1,030,550
-64,978
-6% -$13.7M 0.06% 265
2025
Q3 		$235M Sell
1,095,528
-87,444
-7% -$17.9M 0.08% 235
2025
Q2 		$232M Buy
1,182,972
+85,737
+8% +$12.4M 0.08% 226
2025
Q1 		$124M Buy
1,097,235
+653,526
+147% +$86.6M 0.05% 360
2024
Q4 		$47.8M Buy
+443,709
New +$43.3M 0.02% 752

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raymond James Financial's NET Position: Q2 2026 in Review

Raymond James Financial reduced its Cloudflare (NET) stake by 3.3% in Q2 2026, selling an estimated $6.85M and leaving 909,543 shares worth $223M. The position accounts for 0.06% of the portfolio, ranked #278.

Raymond James Financial first reported a position in NET in Q4 2024 and has held it in 7 quarters since. The position peaked at $235M in Q3 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Raymond James Financial held 909,543 shares of Cloudflare worth $223M as of Q2 2026.
  • Raymond James Financial sold 31,304 Cloudflare shares in Q2 2026, an estimated $6.85M.
  • Cloudflare made up 0.06% of Raymond James Financial's portfolio in Q2 2026, its #278 holding.
  • Raymond James Financial first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Cloudflare position peaked at $235M in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.