Rockbridge Investment Management’s Cloudflare NET Stock Holding History

Rockbridge Investment 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 Q3	$733K	Hold	2,112	–	–	0.06%	80
2026 Q2	$518K	Buy	2,112 +2	+0.1%	+$438	0.04%	96
2026 Q1	$435K	Hold	2,110	–	–	0.04%	99
2025 Q4	$416K	Hold	2,110	–	–	0.04%	99
2025 Q3	$453K	Buy	2,110 +256	+14%	+$52.3K	0.04%	94
2025 Q2	$363K	Hold	1,854	–	–	0.04%	103
2025 Q1	$209K	Buy	+1,854	New	+$246K	0.02%	128
2024 Q1	–	Sell	-1,854	Closed	-$154K	–	445
2023 Q4	$154K	Buy	+1,854	New	+$130K	0.02%	140
2022 Q3	–	Sell	-1,854	Closed	-$81.1K	–	418
2022 Q2	$81.1K	Buy	1,854 +1,497	+419%	+$108K	0.02%	182
2022 Q1	$44.1K	Hold	357	–	–	0.01%	313
2021 Q4	$47K	Buy	+357	New	+$59.8K	0.01%	354

Other funds holding NET

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rockbridge Investment Management's NET Position: Q3 2026 in Review

Rockbridge Investment Management held its Cloudflare (NET) position steady in Q3 2026 at 2,112 shares worth $733K. The position accounts for 0.06% of the portfolio, ranked #80.

Rockbridge Investment Management first reported a position in NET in Q4 2021 and has held it in 11 quarters since. 1,150 funds tracked by Wall St. Rank hold NET as of Q3 2026.

Rockbridge Investment Management held 2,112 shares of Cloudflare worth $733K as of Q3 2026.
Rockbridge Investment Management left its Cloudflare share count unchanged in Q3 2026.
Cloudflare made up 0.06% of Rockbridge Investment Management's portfolio in Q3 2026, its #80 holding.
Rockbridge Investment Management first reported a position in Cloudflare in Q4 2021 and has held it in 11 quarters since.
1,150 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Rockbridge Investment Management's 13F filing for Q3 2026, filed 10 Nov 2026.