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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Trail Advisors's NET Position: Q1 2026 in Review

Summit Trail Advisors reduced its Cloudflare (NET) stake by 0.78% in Q1 2026, selling an estimated $29.2K and leaving 19,560 shares worth $4.04M. The position accounts for 0.06% of the portfolio, ranked #212.

Summit Trail Advisors first reported a position in NET in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.13M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Summit Trail Advisors held 19,560 shares of Cloudflare worth $4.04M as of Q1 2026.
  • Summit Trail Advisors sold 153 Cloudflare shares in Q1 2026, an estimated $29.2K.
  • Cloudflare made up 0.06% of Summit Trail Advisors's portfolio in Q1 2026, its #212 holding.
  • Summit Trail Advisors first reported a position in Cloudflare in Q2 2024 and has held it in 8 quarters since.
  • Summit Trail Advisors's Cloudflare position peaked at $4.13M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.