SPC
NET icon

Spirepoint Private Client’s Cloudflare NET Stock Holding History

Spirepoint Private Client’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 		$429K Buy
1,750
+3
+0.2% +$656 0.03% 221
2026
Q1 		$360K Hold
1,747
– – 0.03% 230
2025
Q4 		$344K Hold
1,747
– – 0.03% 215
2025
Q3 		$375K Buy
+1,747
New +$357K 0.04% 191

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

Spirepoint Private Client's NET Position: Q2 2026 in Review

Spirepoint Private Client increased its Cloudflare (NET) stake by 0.17% in Q2 2026, buying an estimated $656 and bringing the position to 1,750 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #221.

Spirepoint Private Client first reported a position in NET in Q3 2025 and has held it in 4 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Spirepoint Private Client held 1,750 shares of Cloudflare worth $429K as of Q2 2026.
  • Spirepoint Private Client bought 3 Cloudflare shares in Q2 2026, an estimated $656.
  • Cloudflare made up 0.03% of Spirepoint Private Client's portfolio in Q2 2026, its #221 holding.
  • Spirepoint Private Client first reported a position in Cloudflare in Q3 2025 and has held it in 4 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.