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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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return

Rockbridge Investment Management's NET Position: Q1 2026 in Review

Rockbridge Investment Management held its Cloudflare (NET) position steady in Q1 2026 at 2,110 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #99.

Rockbridge Investment Management first reported a position in NET in Q4 2021 and has held it in 9 quarters since. The position peaked at $453K in Q3 2025. 1,134 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Rockbridge Investment Management held 2,110 shares of Cloudflare worth $435K as of Q1 2026.
  • Rockbridge Investment Management left its Cloudflare share count unchanged in Q1 2026.
  • Cloudflare made up 0.04% of Rockbridge Investment Management's portfolio in Q1 2026, its #99 holding.
  • Rockbridge Investment Management first reported a position in Cloudflare in Q4 2021 and has held it in 9 quarters since.
  • Rockbridge Investment Management's Cloudflare position peaked at $453K in Q3 2025.
  • 1,134 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.