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SJS Investment Consulting’s Cloudflare NET Stock Holding History

SJS Investment Consulting’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 		$33.9K Buy
138
+79
+134% +$17.3K ﹤0.01% 603
2026
Q1 		$12.2K Sell
59
-8
-12% -$1.53K ﹤0.01% 792
2025
Q4 		$13.2K Buy
67
+52
+347% +$11K ﹤0.01% 722
2025
Q3 		$3.22K Hold
15
– – ﹤0.01% 752
2025
Q2 		$2.94K Sell
15
-3
-17% -$436 ﹤0.01% 472
2025
Q1 		$2.03K Buy
18
+1
+6% +$133 ﹤0.01% 718
2024
Q4 		$1.83K Sell
17
-1
-6% -$98 ﹤0.01% 740
2024
Q3 		$1.46K Buy
18
+2
+13% +$161 ﹤0.01% 934
2024
Q2 		$1.33K Sell
16
-1,246
-99% -$101K ﹤0.01% 917
2024
Q1 		$122K Buy
1,262
+1,258
+31,450% +$114K 0.02% 116
2023
Q4 		$334 Hold
4
– – ﹤0.01% 1355
2023
Q3 		$253 Buy
4
+1
+33% +$64 ﹤0.01% 1414
2023
Q2 		$197 Hold
3
– – ﹤0.01% 1411
2023
Q1 		$185 Hold
3
– – ﹤0.01% 1376
2022
Q4 		$136 Buy
3
+2
+200% +$99 ﹤0.01% 1463
2022
Q3 		$0 Buy
+1
New +$59 ﹤0.01% 1368
2022
Q1 		$0 Buy
+1
New +$104 ﹤0.01% 1127

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

SJS Investment Consulting's NET Position: Q2 2026 in Review

SJS Investment Consulting increased its Cloudflare (NET) stake by 134% in Q2 2026, buying an estimated $17.3K and bringing the position to 138 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

SJS Investment Consulting first reported a position in NET in Q1 2022 and has held it in 17 quarters since. The position peaked at $122K in Q1 2024. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • SJS Investment Consulting held 138 shares of Cloudflare worth $33.9K as of Q2 2026.
  • SJS Investment Consulting bought 79 Cloudflare shares in Q2 2026, an estimated $17.3K.
  • Cloudflare made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #603 holding.
  • SJS Investment Consulting first reported a position in Cloudflare in Q1 2022 and has held it in 17 quarters since.
  • SJS Investment Consulting's Cloudflare position peaked at $122K in Q1 2024.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.