SF
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Summit Financial’s Cloudflare NET Stock Holding History

Summit 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 		$1.15M Buy
4,671
+630
+16% +$138K 0.01% 802
2026
Q1 		$834K Sell
4,041
-2,173
-35% -$414K 0.01% 833
2025
Q4 		$1.23M Buy
6,214
+2,866
+86% +$606K 0.02% 602
2025
Q3 		$718K Buy
3,348
+1,533
+84% +$313K 0.01% 756
2025
Q2 		$355K Buy
+1,815
New +$264K 0.01% 647

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

Summit Financial's NET Position: Q2 2026 in Review

Summit Financial increased its Cloudflare (NET) stake by 16% in Q2 2026, buying an estimated $138K and bringing the position to 4,671 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #802.

Summit Financial first reported a position in NET in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q4 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Summit Financial held 4,671 shares of Cloudflare worth $1.15M as of Q2 2026.
  • Summit Financial bought 630 Cloudflare shares in Q2 2026, an estimated $138K.
  • Cloudflare made up 0.01% of Summit Financial's portfolio in Q2 2026, its #802 holding.
  • Summit Financial first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's Cloudflare position peaked at $1.23M in Q4 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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