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Summit Trail Advisors’s Cloudflare NET Stock Holding History

Summit Trail 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 		$3.95M Sell
16,115
-3,445
-18% -$754K 0.05% 248
2026
Q1 		$4.04M Sell
19,560
-153
-0.8% -$29.2K 0.06% 212
2025
Q4 		$3.89M Buy
19,713
+481
+3% +$102K 0.07% 167
2025
Q3 		$4.13M Buy
19,232
+4,611
+32% +$941K 0.06% 177
2025
Q2 		$2.86M Buy
14,621
+2,517
+21% +$365K 0.05% 195
2025
Q1 		$1.36M Buy
12,104
+266
+2% +$35.3K 0.05% 124
2024
Q4 		$1.27M Buy
11,838
+1,076
+10% +$105K 0.05% 115
2024
Q3 		$871K Buy
10,762
+8,331
+343% +$670K 0.02% 291
2024
Q2 		$201K Buy
+2,431
New +$196K 0.01% 598

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 Trail Advisors's NET Position: Q2 2026 in Review

Summit Trail Advisors reduced its Cloudflare (NET) stake by 18% in Q2 2026, selling an estimated $754K and leaving 16,115 shares worth $3.95M. The position accounts for 0.05% of the portfolio, ranked #248.

Summit Trail Advisors first reported a position in NET in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.13M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Summit Trail Advisors held 16,115 shares of Cloudflare worth $3.95M as of Q2 2026.
  • Summit Trail Advisors sold 3,445 Cloudflare shares in Q2 2026, an estimated $754K.
  • Cloudflare made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #248 holding.
  • Summit Trail Advisors first reported a position in Cloudflare in Q2 2024 and has held it in 9 quarters since.
  • Summit Trail Advisors's Cloudflare position peaked at $4.13M in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.