SSA
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South Street Advisors’s Cloudflare NET Stock Holding History

South Street Advisors’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 		$225K Buy
+918
New +$201K 0.03% 82

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

South Street Advisors's NET Position: Q2 2026 in Review

South Street Advisors opened a new position in Cloudflare (NET) in Q2 2026: 918 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #82 among its holdings.

1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • South Street Advisors held 918 shares of Cloudflare worth $225K as of Q2 2026.
  • Cloudflare was a new South Street Advisors position in Q2 2026.
  • Cloudflare made up 0.03% of South Street Advisors's portfolio in Q2 2026, its #82 holding.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on South Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.