Smithfield Trust’s Cloudflare NET Stock Holding History

Smithfield Trust’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	$32K	Sell	132 -2	-1%	-$438	﹤0.01%	700
2026 Q1	$28K	Buy	134 +32	+31%	+$6.1K	﹤0.01%	698
2025 Q4	$20K	Buy	+102	New	+$21.6K	﹤0.01%	763

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Smithfield Trust's NET Position: Q2 2026 in Review

Smithfield Trust reduced its Cloudflare (NET) stake by 1.5% in Q2 2026, selling an estimated $438 and leaving 132 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Smithfield Trust first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Smithfield Trust held 132 shares of Cloudflare worth $32K as of Q2 2026.
Smithfield Trust sold 2 Cloudflare shares in Q2 2026, an estimated $438.
Cloudflare made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #700 holding.
Smithfield Trust first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.