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 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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Rockbridge Investment Management's NET Position: Q2 2026 in Review

Rockbridge Investment Management increased its Cloudflare (NET) stake by 0.09% in Q2 2026, buying an estimated $438 and bringing the position to 2,112 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #96.

Rockbridge Investment Management first reported a position in NET in Q4 2021 and has held it in 10 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Rockbridge Investment Management held 2,112 shares of Cloudflare worth $518K as of Q2 2026.
Rockbridge Investment Management bought 2 Cloudflare shares in Q2 2026, an estimated $438.
Cloudflare made up 0.04% of Rockbridge Investment Management's portfolio in Q2 2026, its #96 holding.
Rockbridge Investment Management first reported a position in Cloudflare in Q4 2021 and has held it in 10 quarters since.
1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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