RJA
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Ross\Johnson & Associates’s Cloudflare NET Stock Holding History

Ross\Johnson & Associates’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 		$206 Hold
1
– – ﹤0.01% 167
2025
Q4 		$197 Hold
1
– – ﹤0.01% 248
2025
Q3 		$215 Hold
1
– – ﹤0.01% 167
2025
Q2 		$196 Hold
1
– – ﹤0.01% 171
2025
Q1 		$112 Buy
+1
New +$133 ﹤0.01% 340

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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ross\Johnson & Associates's NET Position: Q1 2026 in Review

Ross\Johnson & Associates held its Cloudflare (NET) position steady in Q1 2026 at 1 share worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Ross\Johnson & Associates first reported a position in NET in Q1 2025 and has held it in 5 quarters since. The position peaked at $215 in Q3 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Ross\Johnson & Associates held 1 share of Cloudflare worth $206 as of Q1 2026.
  • Ross\Johnson & Associates left its Cloudflare share count unchanged in Q1 2026.
  • Cloudflare made up ﹤0.01% of Ross\Johnson & Associates's portfolio in Q1 2026, its #167 holding.
  • Ross\Johnson & Associates first reported a position in Cloudflare in Q1 2025 and has held it in 5 quarters since.
  • Ross\Johnson & Associates's Cloudflare position peaked at $215 in Q3 2025.
  • 1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.