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Savant Capital’s Cloudflare NET Stock Holding History

Savant Capital’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 		$921K Buy
3,652
+391
+12% +$85.5K ﹤0.01% 919
2026
Q1 		$673K Buy
3,261
+696
+27% +$133K ﹤0.01% 771
2025
Q4 		$506K Buy
2,565
+400
+18% +$84.6K ﹤0.01% 829
2025
Q3 		$465K Buy
2,165
+102
+5% +$20.8K ﹤0.01% 827
2025
Q2 		$404K Buy
+2,063
New +$300K ﹤0.01% 833
2025
Q1 		– Sell
-2,197
Closed -$237K – 1299
2024
Q4 		$237K Buy
+2,197
New +$215K ﹤0.01% 1236

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

Savant Capital's NET Position: Q2 2026 in Review

Savant Capital increased its Cloudflare (NET) stake by 12% in Q2 2026, buying an estimated $85.5K and bringing the position to 3,652 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Savant Capital first reported a position in NET in Q4 2024 and has held it in 6 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Savant Capital held 3,652 shares of Cloudflare worth $921K as of Q2 2026.
  • Savant Capital bought 391 Cloudflare shares in Q2 2026, an estimated $85.5K.
  • Cloudflare made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #919 holding.
  • Savant Capital first reported a position in Cloudflare in Q4 2024 and has held it in 6 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.