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Spear Advisors’s Cloudflare NET Stock Holding History

Spear 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 		$19.6M Buy
79,885
+77,206
+2,882% +$16.9M 6.73% 6
2026
Q1 		$553K Sell
2,679
-26,961
-91% -$5.14M 0.41% 22
2025
Q4 		$5.84M Buy
+29,640
New +$6.27M 4.1% 13

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

Spear Advisors's NET Position: Q2 2026 in Review

Spear Advisors increased its Cloudflare (NET) stake by 2,882% in Q2 2026, buying an estimated $16.9M and bringing the position to 79,885 shares worth $19.6M. The position accounts for 6.73% of the portfolio, ranked #6.

Spear Advisors first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,216 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Spear Advisors held 79,885 shares of Cloudflare worth $19.6M as of Q2 2026.
  • Spear Advisors bought 77,206 Cloudflare shares in Q2 2026, an estimated $16.9M.
  • Cloudflare made up 6.73% of Spear Advisors's portfolio in Q2 2026, its #6 holding.
  • Spear Advisors first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 1,216 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Spear Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.