RIA
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RPG Investment Advisory’s Cloudflare NET Stock Holding History

RPG Investment 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 		$19.6M Sell
80,054
-14,869
-16% -$3.25M 2.02% 17
2026
Q1 		$19.6M Buy
94,923
+899
+1% +$171K 2.36% 13
2025
Q4 		$18.5M Buy
94,024
+888
+1% +$188K 2.1% 16
2025
Q3 		$20M Sell
93,136
-19,206
-17% -$3.92M 2.36% 13
2025
Q2 		$22M Sell
112,342
-184,520
-62% -$26.8M 2.74% 13
2025
Q1 		$33.5M Buy
296,862
+129,007
+77% +$17.1M 2.4% 12
2024
Q4 		$18.1M Buy
167,855
+838
+0.5% +$81.9K 2.42% 12
2024
Q3 		$13.5M Buy
167,017
+2,001
+1% +$161K 1.93% 18
2024
Q2 		$13.7M Buy
165,016
+491
+0.3% +$39.6K 2.02% 16
2024
Q1 		$15.9M Sell
164,525
-1,343
-0.8% -$122K 2.39% 13
2023
Q4 		$13.8M Sell
165,868
-24,852
-13% -$1.74M 2.25% 16
2023
Q3 		$12M Buy
190,720
+409
+0.2% +$26.2K 2.21% 14
2023
Q2 		$12.4M Sell
190,311
-1,364
-0.7% -$81.4K 2.15% 17
2023
Q1 		$11.8M Buy
191,675
+6,571
+4% +$359K 2.09% 14
2022
Q4 		$8.37M Buy
185,104
+4,531
+3% +$224K 1.61% 25
2022
Q3 		$9.99M Buy
180,573
+25,769
+17% +$1.53M 2.15% 13
2022
Q2 		$6.77M Buy
154,804
+6,415
+4% +$462K 1.37% 30
2022
Q1 		$17.8M Buy
148,389
+36,850
+33% +$3.84M 2.9% 5
2021
Q4 		$14.7M Sell
111,539
-3,401
-3% -$570K 2.28% 8
2021
Q3 		$12.9M Sell
114,940
-2,059
-2% -$246K 2.13% 7
2021
Q2 		$12.4M Buy
116,999
+1,026
+0.9% +$84.9K 2.02% 8
2021
Q1 		$8.15M Buy
115,973
+10,754
+10% +$829K 1.46% 20
2020
Q4 		$8M Sell
105,219
-14,826
-12% -$972K 1.61% 21
2020
Q3 		$4.93M Buy
+120,045
New +$4.6M 1.21% 42

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

RPG Investment Advisory's NET Position: Q2 2026 in Review

RPG Investment Advisory reduced its Cloudflare (NET) stake by 16% in Q2 2026, selling an estimated $3.25M and leaving 80,054 shares worth $19.6M. The position accounts for 2.02% of the portfolio, ranked #17.

RPG Investment Advisory first reported a position in NET in Q3 2020 and has held it in 24 quarters since. The position peaked at $33.5M in Q1 2025. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • RPG Investment Advisory held 80,054 shares of Cloudflare worth $19.6M as of Q2 2026.
  • RPG Investment Advisory sold 14,869 Cloudflare shares in Q2 2026, an estimated $3.25M.
  • Cloudflare made up 2.02% of RPG Investment Advisory's portfolio in Q2 2026, its #17 holding.
  • RPG Investment Advisory first reported a position in Cloudflare in Q3 2020 and has held it in 24 quarters since.
  • RPG Investment Advisory's Cloudflare position peaked at $33.5M in Q1 2025.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on RPG Investment Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.