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Strategic Planning Group’s Cloudflare NET Stock Holding History

Strategic Planning Group’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
Q1 		– Sell
-41,158
Closed -$8.11M – 84
2025
Q4 		$8.11M Buy
41,158
+2,601
+7% +$550K 1.04% 35
2025
Q3 		$8.27M Buy
38,557
+922
+2% +$188K 1.12% 30
2025
Q2 		$7.37M Buy
37,635
+3,673
+11% +$533K 1.2% 26
2025
Q1 		$3.83M Sell
33,962
-15,679
-32% -$2.08M 0.75% 53
2024
Q4 		$5.35M Buy
49,641
+907
+2% +$88.6K 0.98% 29
2024
Q3 		$3.94M Buy
48,734
+2,195
+5% +$176K 0.78% 45
2024
Q2 		$3.85M Buy
46,539
+15,890
+52% +$1.28M 0.84% 34
2024
Q1 		$2.97M Buy
30,649
+3,691
+14% +$334K 0.74% 37
2023
Q4 		$2.24M Buy
+26,958
New +$1.89M 0.74% 41

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Strategic Planning Group's NET Position: Q1 2026 in Review

Strategic Planning Group sold out of Cloudflare (NET) in Q1 2026, closing a stake of 41,158 shares — an estimated $8.11M sold.

Strategic Planning Group first reported a position in NET in Q4 2023 and held it in 9 quarters. The position peaked at $8.27M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Strategic Planning Group reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Group sold 41,158 Cloudflare shares in Q1 2026, an estimated $8.11M.
  • Strategic Planning Group first reported a position in Cloudflare in Q4 2023 and held it in 9 quarters.
  • Strategic Planning Group's Cloudflare position peaked at $8.27M in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Strategic Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.