RA
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RFG Advisory’s Cloudflare NET Stock Holding History

RFG Advisory’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 		$4.8M Buy
19,555
+326
+2% +$71.3K 0.07% 181
2026
Q1 		$3.97M Buy
19,229
+463
+2% +$88.3K 0.07% 200
2025
Q4 		$3.7M Sell
18,766
-140
-0.7% -$29.6K 0.07% 209
2025
Q3 		$4.06M Sell
18,906
-703
-4% -$144K 0.08% 172
2025
Q2 		$3.84M Buy
19,609
+2,637
+16% +$383K 0.09% 173
2025
Q1 		$1.91M Buy
16,972
+7,156
+73% +$949K 0.05% 283
2024
Q4 		$1.06M Buy
9,816
+982
+11% +$95.9K 0.03% 355
2024
Q3 		$715K Buy
8,834
+162
+2% +$13K 0.02% 432
2024
Q2 		$718K Buy
8,672
+1,366
+19% +$110K 0.02% 417
2024
Q1 		$707K Buy
7,306
+637
+10% +$57.7K 0.02% 424
2023
Q4 		$555K Buy
6,669
+712
+12% +$49.8K 0.02% 426
2023
Q3 		$376K Buy
5,957
+166
+3% +$10.6K 0.02% 462
2023
Q2 		$379K Buy
5,791
+1,962
+51% +$117K 0.02% 483
2023
Q1 		$236K Buy
+3,829
New +$209K 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

RFG Advisory's NET Position: Q2 2026 in Review

RFG Advisory increased its Cloudflare (NET) stake by 1.7% in Q2 2026, buying an estimated $71.3K and bringing the position to 19,555 shares worth $4.8M. The position accounts for 0.07% of the portfolio, ranked #181.

RFG Advisory first reported a position in NET in Q1 2023 and has held it in 14 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • RFG Advisory held 19,555 shares of Cloudflare worth $4.8M as of Q2 2026.
  • RFG Advisory bought 326 Cloudflare shares in Q2 2026, an estimated $71.3K.
  • Cloudflare made up 0.07% of RFG Advisory's portfolio in Q2 2026, its #181 holding.
  • RFG Advisory first reported a position in Cloudflare in Q1 2023 and has held it in 14 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.