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Sovran Advisors’s Cloudflare NET Stock Holding History

Sovran 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 		$714K Sell
2,704
-534
-16% -$117K 0.05% 302
2026
Q1 		$664K Buy
3,238
+234
+8% +$44.6K 0.05% 306
2025
Q4 		$553K Buy
3,004
+109
+4% +$23.1K 0.05% 325
2025
Q3 		$644K Buy
2,895
+289
+11% +$59K 0.06% 286
2025
Q2 		$502K Sell
2,606
-384
-13% -$55.8K 0.05% 316
2025
Q1 		$323K Buy
2,990
+931
+45% +$123K 0.04% 362
2024
Q4 		$231K Buy
+2,059
New +$201K 0.03% 388

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

Sovran Advisors's NET Position: Q2 2026 in Review

Sovran Advisors reduced its Cloudflare (NET) stake by 16% in Q2 2026, selling an estimated $117K and leaving 2,704 shares worth $714K. The position accounts for 0.05% of the portfolio, ranked #302.

Sovran Advisors first reported a position in NET in Q4 2024 and has held it in 7 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Sovran Advisors held 2,704 shares of Cloudflare worth $714K as of Q2 2026.
  • Sovran Advisors sold 534 Cloudflare shares in Q2 2026, an estimated $117K.
  • Cloudflare made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #302 holding.
  • Sovran Advisors first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.