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Smartleaf Asset Management’s Cloudflare NET Stock Holding History

Smartleaf Asset 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
Q2 		$655K Hold
2,688
– – 0.02% 500
2026
Q1 		$523K Buy
2,688
+234
+10% +$44.6K 0.02% 523
2025
Q4 		$490K Buy
2,454
+274
+13% +$58K 0.02% 536
2025
Q3 		$477K Buy
2,180
+908
+71% +$185K 0.03% 492
2025
Q2 		$247K Sell
1,272
-48
-4% -$6.97K 0.02% 529
2025
Q1 		$152K Buy
1,320
+77
+6% +$10.2K 0.01% 665
2024
Q4 		$136K Buy
1,243
+492
+66% +$48.1K 0.01% 700
2024
Q3 		$61.3K Buy
751
+652
+659% +$52.4K 0.01% 852
2024
Q2 		$8.1K Buy
99
+63
+175% +$5.08K ﹤0.01% 1521
2024
Q1 		$3.48K Buy
36
+11
+44% +$996 ﹤0.01% 1341
2023
Q4 		$2.12K Buy
+25
New +$1.75K ﹤0.01% 957

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

Smartleaf Asset Management's NET Position: Q2 2026 in Review

Smartleaf Asset Management held its Cloudflare (NET) position steady in Q2 2026 at 2,688 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #500.

Smartleaf Asset Management first reported a position in NET in Q4 2023 and has held it in 11 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Smartleaf Asset Management held 2,688 shares of Cloudflare worth $655K as of Q2 2026.
  • Smartleaf Asset Management left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #500 holding.
  • Smartleaf Asset Management first reported a position in Cloudflare in Q4 2023 and has held it in 11 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.