Stifel Financial
NET icon

Stifel Financial’s Cloudflare NET Stock Holding History

Stifel Financial’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 		$38.6M Buy
157,370
+37,922
+32% +$8.3M 0.03% 442
2026
Q1 		$24.6M Buy
119,448
+3,639
+3% +$694K 0.02% 557
2025
Q4 		$22.8M Buy
115,809
+13,656
+13% +$2.89M 0.02% 586
2025
Q3 		$21.9M Buy
102,153
+20,923
+26% +$4.27M 0.02% 595
2025
Q2 		$15.9M Buy
81,230
+27,273
+51% +$3.96M 0.02% 683
2025
Q1 		$6.08M Buy
53,957
+6,907
+15% +$916K 0.01% 1079
2024
Q4 		$5.07M Buy
47,050
+11,011
+31% +$1.08M 0.01% 1203
2024
Q3 		$2.92M Sell
36,039
-11,274
-24% -$906K ﹤0.01% 1535
2024
Q2 		$3.92M Sell
47,313
-4,042
-8% -$326K ﹤0.01% 1275
2024
Q1 		$4.97M Buy
51,355
+13,352
+35% +$1.21M 0.01% 1140
2023
Q4 		$3.16M Buy
38,003
+1,671
+5% +$117K ﹤0.01% 1369
2023
Q3 		$2.29M Sell
36,332
-1,463
-4% -$93.7K ﹤0.01% 1504
2023
Q2 		$2.47M Sell
37,795
-1,047
-3% -$62.5K ﹤0.01% 1473
2023
Q1 		$2.4M Sell
38,842
-3,126
-7% -$171K ﹤0.01% 1459
2022
Q4 		$1.9M Sell
41,968
-555
-1% -$27.5K ﹤0.01% 1558
2022
Q3 		$2.35M Sell
42,523
-18,352
-30% -$1.09M ﹤0.01% 1357
2022
Q2 		$2.66M Sell
60,875
-3,764
-6% -$271K ﹤0.01% 1320
2022
Q1 		$7.74M Buy
64,639
+22,621
+54% +$2.36M 0.01% 834
2021
Q4 		$5.53M Sell
42,018
-1,327
-3% -$222K 0.01% 1023
2021
Q3 		$4.88M Buy
43,345
+3,069
+8% +$367K 0.01% 1034
2021
Q2 		$4.26M Buy
40,276
+713
+2% +$59K 0.01% 1109
2021
Q1 		$2.78M Sell
39,563
-3,990
-9% -$308K ﹤0.01% 1312
2020
Q4 		$3.31M Buy
43,553
+7,594
+21% +$498K 0.01% 1088
2020
Q3 		$1.48M Sell
35,959
-20,568
-36% -$787K ﹤0.01% 1389
2020
Q2 		$2.03M Buy
56,527
+13,181
+30% +$368K ﹤0.01% 1147
2020
Q1 		$1.02M Sell
43,346
-73,670
-63% -$1.43M ﹤0.01% 1422
2019
Q4 		$2M Buy
+117,016
New +$1.99M ﹤0.01% 1341

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

Stifel Financial's NET Position: Q2 2026 in Review

Stifel Financial increased its Cloudflare (NET) stake by 32% in Q2 2026, buying an estimated $8.3M and bringing the position to 157,370 shares worth $38.6M. The position accounts for 0.03% of the portfolio, ranked #442.

Stifel Financial first reported a position in NET in Q4 2019 and has held it in 27 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Stifel Financial held 157,370 shares of Cloudflare worth $38.6M as of Q2 2026.
  • Stifel Financial bought 37,922 Cloudflare shares in Q2 2026, an estimated $8.3M.
  • Cloudflare made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #442 holding.
  • Stifel Financial first reported a position in Cloudflare in Q4 2019 and has held it in 27 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.